Patriot Financial Group Insurance Agency’s John Hancock Preferred Income Fund II HPF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-400	Closed	-$7K	–	1064
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	1370
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	1444
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	1566
2021 Q3	$9K	Hold	400	–	–	﹤0.01%	1512
2021 Q2	$9K	Hold	400	–	–	﹤0.01%	1474
2021 Q1	$8K	Hold	400	–	–	﹤0.01%	1423
2020 Q4	$8K	Hold	400	–	–	﹤0.01%	1293
2020 Q3	$7K	Hold	400	–	–	﹤0.01%	1136
2020 Q2	$7K	Hold	400	–	–	﹤0.01%	1081
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	1010
2019 Q4	$9K	Buy	+400	New	+$8.81K	﹤0.01%	857

Other funds holding HPF

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

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HPF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in HPF in Q4 2019 and held it in 11 quarters. The position peaked at $9K in Q3 2021. 45 funds tracked by Wall St. Rank hold HPF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Preferred Income Fund II position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 400 John Hancock Preferred Income Fund II shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Preferred Income Fund II in Q4 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's John Hancock Preferred Income Fund II position peaked at $9K in Q3 2021.
45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.