PWPS
HPF

Pinnacle Wealth Planning Services’s John Hancock Preferred Income Fund II HPF Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-560
Closed -$11K – 1057
2020
Q4 		$11K Buy
+560
New +$10.2K ﹤0.01% 1353

Other funds holding HPF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Pinnacle Wealth Planning Services's HPF Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2021, closing a stake of 560 shares — an estimated $11K sold.

Pinnacle Wealth Planning Services first reported a position in HPF in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 54 funds tracked by Wall St. Rank hold HPF as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining John Hancock Preferred Income Fund II position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 560 John Hancock Preferred Income Fund II shares in Q1 2021, an estimated $11K.
  • Pinnacle Wealth Planning Services first reported a position in John Hancock Preferred Income Fund II in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's John Hancock Preferred Income Fund II position peaked at $11K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.