Northwestern Mutual Wealth Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Northwestern Mutual Wealth Management’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
2024 Q3	–	Sell	-56	Closed	-$950	–	3708
2024 Q2	$950	Buy	+56	New	+$941	﹤0.01%	3219
2023 Q4	–	Sell	-2,175	Closed	-$31.5K	–	3560
2023 Q3	$31.5K	Buy	2,175 +2,100	+2,800%	+$31.8K	﹤0.01%	2145
2023 Q2	$1.13K	Hold	75	–	–	﹤0.01%	3073
2023 Q1	$1.16K	Sell	75 -1,000	-93%	-$16.5K	﹤0.01%	3005
2022 Q4	$16.9K	Hold	1,075	–	–	﹤0.01%	2310
2022 Q3	$18K	Hold	1,075	–	–	﹤0.01%	2260
2022 Q2	$19K	Hold	1,075	–	–	﹤0.01%	2275
2022 Q1	$20K	Hold	1,075	–	–	﹤0.01%	2313
2021 Q4	$22K	Hold	1,075	–	–	﹤0.01%	2287
2021 Q3	$23K	Hold	1,075	–	–	﹤0.01%	2172
2021 Q2	$23K	Buy	+1,075	New	+$22.8K	﹤0.01%	2140
2020 Q2	–	Sell	-372	Closed	-$6K	–	2526
2020 Q1	$6K	Buy	372 +7	+2%	+$141	﹤0.01%	2019
2019 Q4	$8K	Buy	365 +6	+2%	+$132	﹤0.01%	1973
2019 Q3	$8K	Buy	359 +7	+2%	+$162	﹤0.01%	1974
2019 Q2	$8K	Buy	+352	New	+$7.84K	﹤0.01%	2016
2018 Q1	–	Sell	-400	Closed	-$9K	–	2295
2017 Q4	$9K	Hold	400	–	–	﹤0.01%	1788
2017 Q3	$9K	Hold	400	–	–	﹤0.01%	1690
2017 Q2	$9K	Hold	400	–	–	﹤0.01%	1619
2017 Q1	$8K	Sell	400 -172	-30%	-$3.59K	﹤0.01%	1608
2016 Q4	$12K	Buy	+572	New	+$11.7K	﹤0.01%	1541

Other funds holding HPF

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's HPF Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2024, closing a stake of 56 shares — an estimated $950 sold.

Northwestern Mutual Wealth Management first reported a position in HPF in Q4 2016 and held it in 20 quarters. The position peaked at $31.5K in Q3 2023. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining John Hancock Preferred Income Fund II position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 56 John Hancock Preferred Income Fund II shares in Q3 2024, an estimated $950.
Northwestern Mutual Wealth Management first reported a position in John Hancock Preferred Income Fund II in Q4 2016 and held it in 20 quarters.
Northwestern Mutual Wealth Management's John Hancock Preferred Income Fund II position peaked at $31.5K in Q3 2023.
47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.