RIA
HPF

Realta Investment Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-325
Closed -$7K – 763
2019
Q4 		$7K Hold
325
– – ﹤0.01% 1242
2019
Q3 		$8K Hold
325
– – ﹤0.01% 1174
2019
Q2 		$8K Hold
325
– – ﹤0.01% 1208
2019
Q1 		$7K Buy
+325
New +$6.83K ﹤0.01% 993

Other funds holding HPF

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Realta Investment Advisors's HPF Position: Q1 2020 in Review

Realta Investment Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2020, closing a stake of 325 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in HPF in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 48 funds tracked by Wall St. Rank hold HPF as of Q1 2020.

  • Realta Investment Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 325 John Hancock Preferred Income Fund II shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in John Hancock Preferred Income Fund II in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's John Hancock Preferred Income Fund II position peaked at $8K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.