Financial Architects (New Jersey)’s John Hancock Preferred Income Fund III HPS Stock Holding History

Financial Architects (New Jersey)’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	–	Sell	-200	Closed	-$4K	–	939
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	848
2019 Q2	$4K	Buy	+200	New	+$3.78K	﹤0.01%	1029
2014 Q3	–	Sell	-1,500	Closed	-$27K	–	942
2014 Q2	$27K	Buy	+1,500	New	+$26.5K	0.01%	428

Other funds holding HPS

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

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

ACM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

CAN

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

Financial Architects (New Jersey)'s HPS Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2019, closing a stake of 200 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in HPS in Q2 2014 and held it in 3 quarters. The position peaked at $27K in Q2 2014. 56 funds tracked by Wall St. Rank hold HPS as of Q4 2019.

Financial Architects (New Jersey) reported no remaining John Hancock Preferred Income Fund III position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 John Hancock Preferred Income Fund III shares in Q4 2019, an estimated $4K.
Financial Architects (New Jersey) first reported a position in John Hancock Preferred Income Fund III in Q2 2014 and held it in 3 quarters.
Financial Architects (New Jersey)'s John Hancock Preferred Income Fund III position peaked at $27K in Q2 2014.
56 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.