Key Financial Inc’s John Hancock Preferred Income Fund III HPS Stock Holding History

Key Financial Inc’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
2025 Q1	–	Sell	-1,342	Closed	-$20.2K	–	1396
2024 Q4	$20.2K	Hold	1,342	–	–	﹤0.01%	653
2024 Q3	$23.1K	Hold	1,342	–	–	0.01%	624
2024 Q2	$21.2K	Hold	1,342	–	–	0.01%	626
2024 Q1	$20.7K	Hold	1,342	–	–	0.01%	607
2023 Q4	$19K	Sell	1,342 -375	-22%	-$4.86K	0.01%	603
2023 Q3	$22.9K	Hold	1,717	–	–	0.01%	543
2023 Q2	$24.1K	Hold	1,717	–	–	0.01%	540
2023 Q1	$25.1K	Hold	1,717	–	–	0.01%	499
2022 Q4	$25.7K	Hold	1,717	–	–	0.01%	454
2022 Q3	$26K	Hold	1,717	–	–	0.01%	457
2022 Q2	$27K	Hold	1,717	–	–	0.01%	446
2022 Q1	$31K	Buy	1,717 +375	+28%	+$6.55K	0.02%	427
2021 Q4	$25K	Hold	1,342	–	–	0.01%	448
2021 Q3	$25K	Hold	1,342	–	–	0.01%	432
2021 Q2	$26K	Hold	1,342	–	–	0.01%	429
2021 Q1	$24K	Hold	1,342	–	–	0.02%	372
2020 Q4	$23K	Buy	+1,342	New	+$22.2K	0.02%	354
2020 Q2	–	Sell	-1,342	Closed	-$19K	–	322
2020 Q1	$19K	Buy	+1,342	New	+$23.8K	0.02%	332

Other funds holding HPS

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Key Financial Inc's HPS Position: Q1 2025 in Review

Key Financial Inc sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2025, closing a stake of 1,342 shares — an estimated $20.2K sold.

Key Financial Inc first reported a position in HPS in Q1 2020 and held it in 18 quarters. The position peaked at $31K in Q1 2022. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2025.

Key Financial Inc reported no remaining John Hancock Preferred Income Fund III position as of Q1 2025 after selling out during the quarter.
Key Financial Inc sold 1,342 John Hancock Preferred Income Fund III shares in Q1 2025, an estimated $20.2K.
Key Financial Inc first reported a position in John Hancock Preferred Income Fund III in Q1 2020 and held it in 18 quarters.
Key Financial Inc's John Hancock Preferred Income Fund III position peaked at $31K in Q1 2022.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.