Realta Investment Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

Realta Investment Advisors’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-900	Closed	-$18K	–	764
2019 Q4	$18K	Hold	900	–	–	﹤0.01%	964
2019 Q3	$18K	Hold	900	–	–	﹤0.01%	946
2019 Q2	$18K	Hold	900	–	–	0.01%	965
2019 Q1	$16K	Buy	+900	New	+$16.2K	0.01%	810

Other funds holding HPS

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Realta Investment Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2020, closing a stake of 900 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in HPS in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 59 funds tracked by Wall St. Rank hold HPS as of Q1 2020.

Realta Investment Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 900 John Hancock Preferred Income Fund III shares in Q1 2020, an estimated $18K.
Realta Investment Advisors first reported a position in John Hancock Preferred Income Fund III in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's John Hancock Preferred Income Fund III position peaked at $18K in Q4 2019.
59 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2020.

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