Elevated Capital Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

Elevated Capital Advisors’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.64M	Buy	+85,134	New	+$1.63M	1.83%	16
2019 Q1	$2.33M	Buy	+159,003	New	+$2.86M	1.54%	16

Other funds holding HPS

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevated Capital Advisors's HPS Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in John Hancock Preferred Income Fund III (HPS) in Q4 2019: 85,134 shares worth $1.64M. The stake represents 1.83% of the portfolio and ranks #16 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in HPS as recently as Q1 2019.

Elevated Capital Advisors first reported a position in HPS in Q1 2019 and has held it in 2 quarters since. The position peaked at $2.33M in Q1 2019. 56 funds tracked by Wall St. Rank hold HPS as of Q4 2019.

Elevated Capital Advisors held 85,134 shares of John Hancock Preferred Income Fund III worth $1.64M as of Q4 2019.
John Hancock Preferred Income Fund III was a new Elevated Capital Advisors position in Q4 2019.
John Hancock Preferred Income Fund III made up 1.83% of Elevated Capital Advisors's portfolio in Q4 2019, its #16 holding.
Elevated Capital Advisors first reported a position in John Hancock Preferred Income Fund III in Q1 2019 and has held it in 2 quarters since.
Elevated Capital Advisors's John Hancock Preferred Income Fund III position peaked at $2.33M in Q1 2019.
56 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.