Steward Partners Investment Advisory’s John Hancock Preferred Income Fund II HPF Stock Holding History

Steward Partners Investment Advisory’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
2023 Q2	–	Sell	-129	Closed	-$2K	–	3349
2023 Q1	$2K	Hold	129	–	–	﹤0.01%	3024
2022 Q4	$2.02K	Hold	129	–	–	﹤0.01%	3014
2022 Q3	$2K	Hold	129	–	–	﹤0.01%	3020
2022 Q2	$2K	Buy	+129	New	+$2.33K	﹤0.01%	2999
2021 Q2	–	Sell	-800	Closed	-$16.6K	–	7228
2021 Q1	$16.6K	Buy	+800	New	+$15.2K	﹤0.01%	2560
2018 Q1	–	Sell	-1,739	Closed	-$37K	–	2261
2017 Q4	$37K	Buy	+1,739	New	+$37.4K	﹤0.01%	931

Other funds holding HPF

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's HPF Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2023, closing a stake of 129 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in HPF in Q4 2017 and held it in 6 quarters. The position peaked at $37K in Q4 2017. 42 funds tracked by Wall St. Rank hold HPF as of Q2 2023.

Steward Partners Investment Advisory reported no remaining John Hancock Preferred Income Fund II position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 129 John Hancock Preferred Income Fund II shares in Q2 2023, an estimated $2K.
Steward Partners Investment Advisory first reported a position in John Hancock Preferred Income Fund II in Q4 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's John Hancock Preferred Income Fund II position peaked at $37K in Q4 2017.
42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.