MPWT
HPF

MassMutual Private Wealth & Trust’s John Hancock Preferred Income Fund II HPF Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-7,500
Closed -$164K – 943
2017
Q3 		$164K Hold
7,500
– – 0.01% 369
2017
Q2 		$165K Buy
+7,500
New +$162K 0.01% 342

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's HPF Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2017, closing a stake of 7,500 shares — an estimated $164K sold.

MassMutual Private Wealth & Trust first reported a position in HPF in Q2 2017 and held it in 2 quarters. The position peaked at $165K in Q2 2017. 44 funds tracked by Wall St. Rank hold HPF as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining John Hancock Preferred Income Fund II position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 7,500 John Hancock Preferred Income Fund II shares in Q4 2017, an estimated $164K.
  • MassMutual Private Wealth & Trust first reported a position in John Hancock Preferred Income Fund II in Q2 2017 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's John Hancock Preferred Income Fund II position peaked at $165K in Q2 2017.
  • 44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.