Mercer Global Advisors
HPS

Mercer Global Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

Mercer Global Advisors’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
2024
Q4 		– Sell
-12,700
Closed -$218K – 2185
2024
Q3 		$218K Buy
+12,700
New +$206K ﹤0.01% 1761

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Mercer Global Advisors's HPS Position: Q4 2024 in Review

Mercer Global Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2024, closing a stake of 12,700 shares — an estimated $218K sold.

Mercer Global Advisors first reported a position in HPS in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 72 funds tracked by Wall St. Rank hold HPS as of Q4 2024.

  • Mercer Global Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 12,700 John Hancock Preferred Income Fund III shares in Q4 2024, an estimated $218K.
  • Mercer Global Advisors first reported a position in John Hancock Preferred Income Fund III in Q3 2024 and held it in 1 quarter.
  • Mercer Global Advisors's John Hancock Preferred Income Fund III position peaked at $218K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.