Rockefeller Capital Management
HPF

Rockefeller Capital Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Rockefeller Capital Management’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
2024
Q4 		– Sell
-21,835
Closed -$407K – 1684
2024
Q3 		$407K Sell
21,835
-5,050
-19% -$86.2K ﹤0.01% 1489
2024
Q2 		$456K Buy
+26,885
New +$452K ﹤0.01% 1464
2022
Q3 		– Sell
-736
Closed -$13K – 4092
2022
Q2 		$13K Buy
+736
New +$13.3K ﹤0.01% 2982

Other funds holding HPF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management's HPF Position: Q4 2024 in Review

Rockefeller Capital Management sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2024, closing a stake of 21,835 shares — an estimated $407K sold.

Rockefeller Capital Management first reported a position in HPF in Q2 2022 and held it in 3 quarters. The position peaked at $456K in Q2 2024. 46 funds tracked by Wall St. Rank hold HPF as of Q4 2024.

  • Rockefeller Capital Management reported no remaining John Hancock Preferred Income Fund II position as of Q4 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 21,835 John Hancock Preferred Income Fund II shares in Q4 2024, an estimated $407K.
  • Rockefeller Capital Management first reported a position in John Hancock Preferred Income Fund II in Q2 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's John Hancock Preferred Income Fund II position peaked at $456K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2024.

Based on Rockefeller Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.