JFA
HPF

JNBA Financial Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

JNBA Financial Advisors’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
2018
Q4 		– Sell
-318
Closed -$7K – 615
2018
Q3 		$7K Buy
+318
New +$6.81K ﹤0.01% 404

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PSG
Planning Solutions Group Fulton, Maryland $194M AUM

JNBA Financial Advisors's HPF Position: Q4 2018 in Review

JNBA Financial Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2018, closing a stake of 318 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in HPF in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 49 funds tracked by Wall St. Rank hold HPF as of Q4 2018.

  • JNBA Financial Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 318 John Hancock Preferred Income Fund II shares in Q4 2018, an estimated $7K.
  • JNBA Financial Advisors first reported a position in John Hancock Preferred Income Fund II in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's John Hancock Preferred Income Fund II position peaked at $7K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.