DCM
HPF

Davidson Capital Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Davidson Capital Management’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
Q1 		– Sell
-250
Closed -$3.92K – 111
2022
Q4 		$3.92K Buy
+250
New +$3.97K ﹤0.01% 69

Other funds holding HPF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Davidson Capital Management's HPF Position: Q1 2023 in Review

Davidson Capital Management sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2023, closing a stake of 250 shares — an estimated $3.92K sold.

Davidson Capital Management first reported a position in HPF in Q4 2022 and held it in 1 quarter. The position peaked at $3.92K in Q4 2022. 45 funds tracked by Wall St. Rank hold HPF as of Q1 2023.

  • Davidson Capital Management reported no remaining John Hancock Preferred Income Fund II position as of Q1 2023 after selling out during the quarter.
  • Davidson Capital Management sold 250 John Hancock Preferred Income Fund II shares in Q1 2023, an estimated $3.92K.
  • Davidson Capital Management first reported a position in John Hancock Preferred Income Fund II in Q4 2022 and held it in 1 quarter.
  • Davidson Capital Management's John Hancock Preferred Income Fund II position peaked at $3.92K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2023.

Based on Davidson Capital Management's 13F filing for Q1 2023, filed 1 May 2023.