EA
HPS

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

Everpar 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
2024
Q3 		– Sell
-11,048
Closed -$175K – 268
2024
Q2 		$175K Hold
11,048
– – 0.09% 260
2024
Q1 		$170K Buy
+11,048
New +$164K 0.1% 229

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Everpar Advisors's HPS Position: Q3 2024 in Review

Everpar Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q3 2024, closing a stake of 11,048 shares — an estimated $175K sold.

Everpar Advisors first reported a position in HPS in Q1 2024 and held it in 2 quarters. The position peaked at $175K in Q2 2024. 61 funds tracked by Wall St. Rank hold HPS as of Q3 2024.

  • Everpar Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q3 2024 after selling out during the quarter.
  • Everpar Advisors sold 11,048 John Hancock Preferred Income Fund III shares in Q3 2024, an estimated $175K.
  • Everpar Advisors first reported a position in John Hancock Preferred Income Fund III in Q1 2024 and held it in 2 quarters.
  • Everpar Advisors's John Hancock Preferred Income Fund III position peaked at $175K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2024.

Based on Everpar Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.