SAM
HPF

Selway Asset Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Selway Asset 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
2022
Q4 		– Sell
-8,900
Closed -$146K – 107
2022
Q3 		$146K Buy
+8,900
New +$160K 0.09% 71

Other funds holding HPF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Selway Asset Management's HPF Position: Q4 2022 in Review

Selway Asset Management sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2022, closing a stake of 8,900 shares — an estimated $146K sold.

Selway Asset Management first reported a position in HPF in Q3 2022 and held it in 1 quarter. The position peaked at $146K in Q3 2022. 51 funds tracked by Wall St. Rank hold HPF as of Q4 2022.

  • Selway Asset Management reported no remaining John Hancock Preferred Income Fund II position as of Q4 2022 after selling out during the quarter.
  • Selway Asset Management sold 8,900 John Hancock Preferred Income Fund II shares in Q4 2022, an estimated $146K.
  • Selway Asset Management first reported a position in John Hancock Preferred Income Fund II in Q3 2022 and held it in 1 quarter.
  • Selway Asset Management's John Hancock Preferred Income Fund II position peaked at $146K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2022.

Based on Selway Asset Management's 13F filing for Q4 2022, filed 17 Feb 2023.