IAG
HPF

Investmark Advisory Group’s John Hancock Preferred Income Fund II HPF Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-1,000
Closed -$20K – 212
2021
Q4 		$20K Buy
+1,000
New +$21.4K 0.02% 220

Other funds holding HPF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Investmark Advisory Group's HPF Position: Q1 2022 in Review

Investmark Advisory Group sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2022, closing a stake of 1,000 shares — an estimated $20K sold.

Investmark Advisory Group first reported a position in HPF in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 45 funds tracked by Wall St. Rank hold HPF as of Q1 2022.

  • Investmark Advisory Group reported no remaining John Hancock Preferred Income Fund II position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,000 John Hancock Preferred Income Fund II shares in Q1 2022, an estimated $20K.
  • Investmark Advisory Group first reported a position in John Hancock Preferred Income Fund II in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's John Hancock Preferred Income Fund II position peaked at $20K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.