PSG
HPF

Planning Solutions Group’s John Hancock Preferred Income Fund II HPF Stock Holding History

Planning Solutions Group’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
2019
Q2 		$1.21M Sell
52,492
-1,540
-3% -$34.3K 0.62% 31
2019
Q1 		$1.18M Buy
54,032
+1,387
+3% +$29.2K 0.63% 30
2018
Q4 		$987K Buy
+52,645
New +$1.06M 0.6% 33

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planning Solutions Group's HPF Position: Q2 2019 in Review

Planning Solutions Group reduced its John Hancock Preferred Income Fund II (HPF) stake by 2.9% in Q2 2019, selling an estimated $34.3K and leaving 52,492 shares worth $1.21M. The position accounts for 0.62% of the portfolio, ranked #31.

Planning Solutions Group first reported a position in HPF in Q4 2018 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold HPF as of Q2 2019.

  • Planning Solutions Group held 52,492 shares of John Hancock Preferred Income Fund II worth $1.21M as of Q2 2019.
  • Planning Solutions Group sold 1,540 John Hancock Preferred Income Fund II shares in Q2 2019, an estimated $34.3K.
  • John Hancock Preferred Income Fund II made up 0.62% of Planning Solutions Group's portfolio in Q2 2019, its #31 holding.
  • Planning Solutions Group first reported a position in John Hancock Preferred Income Fund II in Q4 2018 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.