TD Waterhouse Canada’s John Hancock Preferred Income Fund III HPS Stock Holding History

TD Waterhouse Canada’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 Q2	–	Sell	-200	Closed	-$3.07K	–	1951
2024 Q1	$3.07K	Hold	200	–	–	﹤0.01%	1608
2023 Q4	$2.86K	Hold	200	–	–	﹤0.01%	1454
2023 Q3	$2.63K	Hold	200	–	–	﹤0.01%	1465
2023 Q2	$2.63K	Hold	200	–	–	﹤0.01%	1503
2023 Q1	$2.87K	Buy	+200	New	+$2.99K	﹤0.01%	1467

Other funds holding HPS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TD Waterhouse Canada's HPS Position: Q2 2024 in Review

TD Waterhouse Canada sold out of John Hancock Preferred Income Fund III (HPS) in Q2 2024, closing a stake of 200 shares — an estimated $3.07K sold.

TD Waterhouse Canada first reported a position in HPS in Q1 2023 and held it in 5 quarters. The position peaked at $3.07K in Q1 2024. 61 funds tracked by Wall St. Rank hold HPS as of Q2 2024.

TD Waterhouse Canada reported no remaining John Hancock Preferred Income Fund III position as of Q2 2024 after selling out during the quarter.
TD Waterhouse Canada sold 200 John Hancock Preferred Income Fund III shares in Q2 2024, an estimated $3.07K.
TD Waterhouse Canada first reported a position in John Hancock Preferred Income Fund III in Q1 2023 and held it in 5 quarters.
TD Waterhouse Canada's John Hancock Preferred Income Fund III position peaked at $3.07K in Q1 2024.
61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2024.

Based on TD Waterhouse Canada's 13F filing for Q2 2024, filed 2 Aug 2024.