FHA
HPF

Flagship Harbor Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Flagship Harbor 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
2019
Q4 		– Sell
-1,005
Closed -$23K – 1915
2019
Q3 		$23K Hold
1,005
– – ﹤0.01% 1038
2019
Q2 		$23K Hold
1,005
– – ﹤0.01% 1019
2019
Q1 		$21K Hold
1,005
– – ﹤0.01% 1045
2018
Q4 		$18K Sell
1,005
-995
-50% -$20K ﹤0.01% 1054
2018
Q3 		$42K Hold
2,000
– – 0.01% 869
2018
Q2 		$42K Buy
+2,000
New +$40.7K 0.01% 844

Other funds holding HPF

CA
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UBS Group
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return