CTA
HPF

Colonial Trust Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Colonial Trust 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
2025
Q1 		– Sell
-250
Closed -$4.14K – 698
2024
Q4 		$4.14K Buy
+250
New +$4.41K ﹤0.01% 580

Other funds holding HPF

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Colonial Trust Advisors's HPF Position: Q1 2025 in Review

Colonial Trust Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2025, closing a stake of 250 shares — an estimated $4.14K sold.

Colonial Trust Advisors first reported a position in HPF in Q4 2024 and held it in 1 quarter. The position peaked at $4.14K in Q4 2024. 42 funds tracked by Wall St. Rank hold HPF as of Q1 2025.

  • Colonial Trust Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 250 John Hancock Preferred Income Fund II shares in Q1 2025, an estimated $4.14K.
  • Colonial Trust Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's John Hancock Preferred Income Fund II position peaked at $4.14K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.