Creative Planning’s John Hancock Preferred Income Fund II HPF Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-600	Closed	-$13K	–	2696
2017 Q2	$13K	Sell	600 -8,500	-93%	-$184K	﹤0.01%	3461
2017 Q1	$192K	Hold	9,100	–	–	﹤0.01%	1517
2016 Q4	$184K	Sell	9,100 -568	-6%	-$11.7K	﹤0.01%	1451
2016 Q3	$218K	Sell	9,668 -7,002	-42%	-$159K	﹤0.01%	1359
2016 Q2	$378K	Buy	16,670 +8,168	+96%	+$178K	﹤0.01%	920
2016 Q1	$181K	Hold	8,502	–	–	﹤0.01%	1265
2015 Q4	$167K	Hold	8,502	–	–	﹤0.01%	1314
2015 Q3	$163K	Sell	8,502 -4,690	-36%	-$90.2K	﹤0.01%	1306
2015 Q2	$254K	Buy	13,192 +8,565	+185%	+$175K	﹤0.01%	822
2015 Q1	$97K	Hold	4,627	–	–	﹤0.01%	1585
2014 Q4	$94K	Buy	4,627 +2,127	+85%	+$43.2K	﹤0.01%	1581
2014 Q3	$50K	Hold	2,500	–	–	﹤0.01%	1925
2014 Q2	$52K	Hold	2,500	–	–	﹤0.01%	1858
2014 Q1	$50K	Buy	+2,500	New	+$47.4K	﹤0.01%	1797
2013 Q3	–	Sell	-2,095	Closed	-$44K	–	3268
2013 Q2	$44K	Buy	+2,095	New	+$47K	﹤0.01%	1453

Other funds holding HPF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Creative Planning's HPF Position: Q3 2017 in Review

Creative Planning sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2017, closing a stake of 600 shares — an estimated $13K sold.

Creative Planning first reported a position in HPF in Q2 2013 and held it in 15 quarters. The position peaked at $378K in Q2 2016. 41 funds tracked by Wall St. Rank hold HPF as of Q3 2017.

Creative Planning reported no remaining John Hancock Preferred Income Fund II position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 600 John Hancock Preferred Income Fund II shares in Q3 2017, an estimated $13K.
Creative Planning first reported a position in John Hancock Preferred Income Fund II in Q2 2013 and held it in 15 quarters.
Creative Planning's John Hancock Preferred Income Fund II position peaked at $378K in Q2 2016.
41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.