Harbour Investments’s John Hancock Preferred Income Fund II HPF Stock Holding History

Harbour Investments’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 Q2	–	Sell	-8,195	Closed	-$127K	–	3070
2023 Q1	$127K	Sell	8,195 -200	-2%	-$3.3K	0.01%	942
2022 Q4	$132K	Buy	8,395 +25	+0.3%	+$397	0.01%	896
2022 Q3	$150K	Hold	8,370	–	–	0.01%	811
2022 Q2	$150K	Buy	+8,370	New	+$151K	0.01%	811
2021 Q4	$207K	Sell	9,896 -175	-2%	-$3.75K	0.01%	706
2021 Q3	$219K	Sell	10,071 -200	-2%	-$4.41K	0.01%	981
2021 Q2	$222K	Hold	10,271	–	–	0.01%	997
2021 Q1	$214K	Buy	+10,271	New	+$195K	0.01%	931

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments's HPF Position: Q2 2023 in Review

Harbour Investments sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2023, closing a stake of 8,195 shares — an estimated $127K sold.

Harbour Investments first reported a position in HPF in Q1 2021 and held it in 8 quarters. The position peaked at $222K in Q2 2021. 42 funds tracked by Wall St. Rank hold HPF as of Q2 2023.

Harbour Investments reported no remaining John Hancock Preferred Income Fund II position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 8,195 John Hancock Preferred Income Fund II shares in Q2 2023, an estimated $127K.
Harbour Investments first reported a position in John Hancock Preferred Income Fund II in Q1 2021 and held it in 8 quarters.
Harbour Investments's John Hancock Preferred Income Fund II position peaked at $222K in Q2 2021.
42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.