IFG
HPS

Independent Financial Group’s John Hancock Preferred Income Fund III HPS Stock Holding History

Independent Financial Group’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
2020
Q3 		– Sell
-11,708
Closed -$184K – 519
2020
Q2 		$184K Sell
11,708
-609
-5% -$9.2K 0.04% 428
2020
Q1 		$168K Buy
+12,317
New +$218K 0.05% 349

Other funds holding HPS

SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Financial Group's HPS Position: Q3 2020 in Review

Independent Financial Group sold out of John Hancock Preferred Income Fund III (HPS) in Q3 2020, closing a stake of 11,708 shares — an estimated $184K sold.

Independent Financial Group first reported a position in HPS in Q1 2020 and held it in 2 quarters. The position peaked at $184K in Q2 2020. 52 funds tracked by Wall St. Rank hold HPS as of Q3 2020.

  • Independent Financial Group reported no remaining John Hancock Preferred Income Fund III position as of Q3 2020 after selling out during the quarter.
  • Independent Financial Group sold 11,708 John Hancock Preferred Income Fund III shares in Q3 2020, an estimated $184K.
  • Independent Financial Group first reported a position in John Hancock Preferred Income Fund III in Q1 2020 and held it in 2 quarters.
  • Independent Financial Group's John Hancock Preferred Income Fund III position peaked at $184K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2020.

Based on Independent Financial Group's 13F filing for Q3 2020, filed 15 Jun 2026.