CWA
HPF

Clearview Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Clearview Wealth Advisors’s Portfolio HPF Stock Details HPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,355
Closed -$20.4K – 338
2023
Q2 		$20.4K Buy
1,355
+9
+0.7% +$135 0.02% 277
2023
Q1 		$20.9K Buy
1,346
+30
+2% +$495 0.02% 272
2022
Q4 		$20.6K Buy
1,316
+30
+2% +$476 0.02% 242
2022
Q3 		$21K Buy
1,286
+27
+2% +$485 0.02% 251
2022
Q2 		$23K Buy
1,259
+25
+2% +$452 0.02% 260
2022
Q1 		$23K Buy
1,234
+8
+0.7% +$153 0.02% 282
2021
Q4 		$26K Sell
1,226
-1
-0.1% -$21 0.02% 302
2021
Q3 		$27K Buy
1,227
+1
+0.1% +$22 0.02% 300
2021
Q2 		$26K Hold
1,226
– – 0.02% 309
2021
Q1 		$26K Hold
1,226
– – 0.02% 300
2020
Q4 		$23K Buy
+1,226
New +$22.4K 0.02% 288

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

Clearview Wealth Advisors's HPF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2023, closing a stake of 1,355 shares — an estimated $20.4K sold.

Clearview Wealth Advisors first reported a position in HPF in Q4 2020 and held it in 11 quarters. The position peaked at $27K in Q3 2021. 46 funds tracked by Wall St. Rank hold HPF as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,355 John Hancock Preferred Income Fund II shares in Q3 2023, an estimated $20.4K.
  • Clearview Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $27K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.