Ironwood Investment Counsel’s John Hancock Preferred Income Fund III HPS Stock Holding History

Ironwood Investment Counsel’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 Q1	–	Sell	-10,000	Closed	-$187K	–	217
2021 Q4	$187K	Buy	+10,000	New	+$191K	0.04%	209

Other funds holding HPS

SAMC

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Ironwood Investment Counsel's HPS Position: Q1 2022 in Review

Ironwood Investment Counsel sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2022, closing a stake of 10,000 shares — an estimated $187K sold.

Ironwood Investment Counsel first reported a position in HPS in Q4 2021 and held it in 1 quarter. The position peaked at $187K in Q4 2021. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2022.

Ironwood Investment Counsel reported no remaining John Hancock Preferred Income Fund III position as of Q1 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 10,000 John Hancock Preferred Income Fund III shares in Q1 2022, an estimated $187K.
Ironwood Investment Counsel first reported a position in John Hancock Preferred Income Fund III in Q4 2021 and held it in 1 quarter.
Ironwood Investment Counsel's John Hancock Preferred Income Fund III position peaked at $187K in Q4 2021.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2022.

Based on Ironwood Investment Counsel's 13F filing for Q1 2022, filed 9 May 2022.