EWM
HPF

Evercore Wealth Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Evercore Wealth 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
2016
Q4 		– Sell
-3,500
Closed -$79K – 1054
2016
Q3 		$79K Buy
+3,500
New +$79.5K ﹤0.01% 521

Other funds holding HPF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evercore Wealth Management's HPF Position: Q4 2016 in Review

Evercore Wealth Management sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2016, closing a stake of 3,500 shares — an estimated $79K sold.

Evercore Wealth Management first reported a position in HPF in Q3 2016 and held it in 1 quarter. The position peaked at $79K in Q3 2016. 45 funds tracked by Wall St. Rank hold HPF as of Q4 2016.

  • Evercore Wealth Management reported no remaining John Hancock Preferred Income Fund II position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 3,500 John Hancock Preferred Income Fund II shares in Q4 2016, an estimated $79K.
  • Evercore Wealth Management first reported a position in John Hancock Preferred Income Fund II in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's John Hancock Preferred Income Fund II position peaked at $79K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.