LDB
HPF

Lee, Danner & Bass’s John Hancock Preferred Income Fund II HPF Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,000
Closed -$16.6K – 434
2024
Q4 		$16.6K Buy
+1,000
New +$17.6K ﹤0.01% 487

Other funds holding HPF

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Lee, Danner & Bass's HPF Position: Q1 2025 in Review

Lee, Danner & Bass sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2025, closing a stake of 1,000 shares — an estimated $16.6K sold.

Lee, Danner & Bass first reported a position in HPF in Q4 2024 and held it in 1 quarter. The position peaked at $16.6K in Q4 2024. 42 funds tracked by Wall St. Rank hold HPF as of Q1 2025.

  • Lee, Danner & Bass reported no remaining John Hancock Preferred Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,000 John Hancock Preferred Income Fund II shares in Q1 2025, an estimated $16.6K.
  • Lee, Danner & Bass first reported a position in John Hancock Preferred Income Fund II in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's John Hancock Preferred Income Fund II position peaked at $16.6K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.