Financial Gravity Asset Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Financial Gravity Asset 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
2019 Q2	–	Sell	-20	Closed	-$446	–	1417
2019 Q1	$0	Buy	+20	New	+$420	﹤0.01%	1411
2018 Q3	$3K	Buy	138 +12	+10%	+$257	﹤0.01%	859
2018 Q2	$3K	Buy	126 +34	+37%	+$692	﹤0.01%	891
2018 Q1	$2K	Buy	+92	New	+$1.86K	﹤0.01%	957

Other funds holding HPF

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

Financial Gravity Asset Management's HPF Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2019, closing a stake of 20 shares — an estimated $446 sold.

Financial Gravity Asset Management first reported a position in HPF in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 44 funds tracked by Wall St. Rank hold HPF as of Q2 2019.

Financial Gravity Asset Management reported no remaining John Hancock Preferred Income Fund II position as of Q2 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 20 John Hancock Preferred Income Fund II shares in Q2 2019, an estimated $446.
Financial Gravity Asset Management first reported a position in John Hancock Preferred Income Fund II in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's John Hancock Preferred Income Fund II position peaked at $3K in Q3 2018.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.