GJWM
HPS

Gilliland Jeter Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-400
Closed -$6.9K – 377
2024
Q3 		$6.9K Hold
400
– – ﹤0.01% 485
2024
Q2 		$6.32K Hold
400
– – ﹤0.01% 482
2024
Q1 		$6.17K Buy
+400
New +$5.94K ﹤0.01% 475

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Gilliland Jeter Wealth Management's HPS Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2024, closing a stake of 400 shares — an estimated $6.9K sold.

Gilliland Jeter Wealth Management first reported a position in HPS in Q1 2024 and held it in 3 quarters. The position peaked at $6.9K in Q3 2024. 72 funds tracked by Wall St. Rank hold HPS as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining John Hancock Preferred Income Fund III position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 400 John Hancock Preferred Income Fund III shares in Q4 2024, an estimated $6.9K.
  • Gilliland Jeter Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's John Hancock Preferred Income Fund III position peaked at $6.9K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.