RFA
HPF

Reilly Financial Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Reilly Financial 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
Q2 		– Sell
-833
Closed -$13K – 917
2020
Q1 		$13K Buy
+833
New +$16.8K ﹤0.01% 499

Other funds holding HPF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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
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

Reilly Financial Advisors's HPF Position: Q2 2020 in Review

Reilly Financial Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2020, closing a stake of 833 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in HPF in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 41 funds tracked by Wall St. Rank hold HPF as of Q2 2020.

  • Reilly Financial Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 833 John Hancock Preferred Income Fund II shares in Q2 2020, an estimated $13K.
  • Reilly Financial Advisors first reported a position in John Hancock Preferred Income Fund II in Q1 2020 and held it in 1 quarter.
  • Reilly Financial Advisors's John Hancock Preferred Income Fund II position peaked at $13K in Q1 2020.
  • 41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.