IFP Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

IFP Advisors’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
2022 Q4	–	Sell	-2,450	Closed	-$45K	–	4699
2022 Q3	$45K	Hold	2,450	–	–	﹤0.01%	2444
2022 Q2	$45K	Hold	2,450	–	–	﹤0.01%	2231
2022 Q1	$45K	Buy	+2,450	New	+$42.8K	﹤0.01%	2231
2017 Q4	–	Sell	-21,331	Closed	-$401K	–	3934
2017 Q3	$401K	Sell	21,331 -337	-2%	-$6.36K	0.02%	779
2017 Q2	$415K	Sell	21,668 -1,803	-8%	-$34K	0.02%	750
2017 Q1	$433K	Sell	23,471 -533	-2%	-$9.73K	0.02%	744
2016 Q4	$426K	Sell	24,004 -1,350	-5%	-$23.9K	0.02%	686
2016 Q3	$490K	Sell	25,354 -3,195	-11%	-$63.4K	0.03%	570
2016 Q2	$570K	Buy	+28,549	New	+$547K	0.03%	506
2016 Q1	–	Sell	-8,309	Closed	-$148K	–	2828
2015 Q4	$148K	Buy	+8,309	New	+$142K	0.01%	981

Other funds holding HPS

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's HPS Position: Q4 2022 in Review

IFP Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2022, closing a stake of 2,450 shares — an estimated $45K sold.

IFP Advisors first reported a position in HPS in Q4 2015 and held it in 10 quarters. The position peaked at $570K in Q2 2016. 61 funds tracked by Wall St. Rank hold HPS as of Q4 2022.

IFP Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 2,450 John Hancock Preferred Income Fund III shares in Q4 2022, an estimated $45K.
IFP Advisors first reported a position in John Hancock Preferred Income Fund III in Q4 2015 and held it in 10 quarters.
IFP Advisors's John Hancock Preferred Income Fund III position peaked at $570K in Q2 2016.
61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.