Golden Green’s John Hancock Preferred Income Fund II HPF Stock Holding History

Golden Green’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
2023 Q3	$586K	Buy	40,524 +979	+2%	+$14.8K	0.6%	45
2023 Q2	$597K	Sell	39,545 -425	-1%	-$6.37K	0.64%	44
2023 Q1	$620K	Buy	+39,970	New	+$660K	0.73%	39
2021 Q2	–	Sell	-41,094	Closed	-$855K	–	165
2021 Q1	$855K	Buy	41,094 +10,826	+36%	+$205K	0.74%	36
2020 Q4	$575K	Buy	+30,268	New	+$552K	0.53%	53

Other funds holding HPF

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Golden Green's HPF Position: Q3 2023 in Review

Golden Green increased its John Hancock Preferred Income Fund II (HPF) stake by 2.5% in Q3 2023, buying an estimated $14.8K and bringing the position to 40,524 shares worth $586K. The position accounts for 0.6% of the portfolio, ranked #45.

Golden Green first reported a position in HPF in Q4 2020 and has held it in 5 quarters since. The position peaked at $855K in Q1 2021. 46 funds tracked by Wall St. Rank hold HPF as of Q3 2023.

Golden Green held 40,524 shares of John Hancock Preferred Income Fund II worth $586K as of Q3 2023.
Golden Green bought 979 John Hancock Preferred Income Fund II shares in Q3 2023, an estimated $14.8K.
John Hancock Preferred Income Fund II made up 0.6% of Golden Green's portfolio in Q3 2023, its #45 holding.
Golden Green first reported a position in John Hancock Preferred Income Fund II in Q4 2020 and has held it in 5 quarters since.
Golden Green's John Hancock Preferred Income Fund II position peaked at $855K in Q1 2021.
46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.