SCA
HPS

Snowden Capital Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

Snowden Capital 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
2024
Q1 		– Sell
-10,161
Closed -$144K – 1193
2023
Q4 		$144K Sell
10,161
-5,000
-33% -$64.8K 0.01% 1093
2023
Q3 		$202K Sell
15,161
-94
-0.6% -$1.3K 0.01% 1018
2023
Q2 		$214K Buy
+15,255
New +$211K 0.01% 1080

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Snowden Capital Advisors's HPS Position: Q1 2024 in Review

Snowden Capital Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2024, closing a stake of 10,161 shares — an estimated $144K sold.

Snowden Capital Advisors first reported a position in HPS in Q2 2023 and held it in 3 quarters. The position peaked at $214K in Q2 2023. 62 funds tracked by Wall St. Rank hold HPS as of Q1 2024.

  • Snowden Capital Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q1 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 10,161 John Hancock Preferred Income Fund III shares in Q1 2024, an estimated $144K.
  • Snowden Capital Advisors first reported a position in John Hancock Preferred Income Fund III in Q2 2023 and held it in 3 quarters.
  • Snowden Capital Advisors's John Hancock Preferred Income Fund III position peaked at $214K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2024.

Based on Snowden Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.