GWAG
HPF

Garrett Wealth Advisory Group’s John Hancock Preferred Income Fund II HPF Stock Holding History

Garrett Wealth Advisory Group’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
-414
Closed -$9.69K – 305
2019
Q3 		$9.69K Buy
+414
New +$9.58K 0.01% 275

Other funds holding HPF

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $79.5B AUM 27.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Garrett Wealth Advisory Group's HPF Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2019, closing a stake of 414 shares — an estimated $9.69K sold.

Garrett Wealth Advisory Group first reported a position in HPF in Q3 2019 and held it in 1 quarter. The position peaked at $9.69K in Q3 2019. 51 funds tracked by Wall St. Rank hold HPF as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining John Hancock Preferred Income Fund II position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 414 John Hancock Preferred Income Fund II shares in Q4 2019, an estimated $9.69K.
  • Garrett Wealth Advisory Group first reported a position in John Hancock Preferred Income Fund II in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's John Hancock Preferred Income Fund II position peaked at $9.69K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.