FCA
HPF

FinTrust Capital Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$448 Hold
24
– – ﹤0.01% 1318
2024
Q2 		$408 Hold
24
– – ﹤0.01% 1319
2024
Q1 		$397 Hold
24
– – ﹤0.01% 1218
2023
Q4 		$379 Buy
+24
New +$350 ﹤0.01% 1199

Other funds holding HPF

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FinTrust Capital Advisors's HPF Position: Q3 2024 in Review

FinTrust Capital Advisors held its John Hancock Preferred Income Fund II (HPF) position steady in Q3 2024 at 24 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

FinTrust Capital Advisors first reported a position in HPF in Q4 2023 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2024.

  • FinTrust Capital Advisors held 24 shares of John Hancock Preferred Income Fund II worth $448 as of Q3 2024.
  • FinTrust Capital Advisors left its John Hancock Preferred Income Fund II share count unchanged in Q3 2024.
  • John Hancock Preferred Income Fund II made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1318 holding.
  • FinTrust Capital Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2023 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.