OPS
HPF

Orion Portfolio Solutions’s John Hancock Preferred Income Fund II HPF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-252
Closed -$5K – 1132
2020
Q2 		$5K Hold
252
– – ﹤0.01% 1476
2020
Q1 		$4K Buy
+252
New +$5.08K ﹤0.01% 1369

Other funds holding HPF

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Orion Portfolio Solutions's HPF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2020, closing a stake of 252 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in HPF in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 41 funds tracked by Wall St. Rank hold HPF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining John Hancock Preferred Income Fund II position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 252 John Hancock Preferred Income Fund II shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in John Hancock Preferred Income Fund II in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's John Hancock Preferred Income Fund II position peaked at $5K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.