Truist Financial
HPF

Truist Financial’s John Hancock Preferred Income Fund II HPF Stock Holding History

Truist Financial’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
2020
Q2 		– Sell
-10,400
Closed -$160K – 2480
2020
Q1 		$160K Buy
+10,400
New +$210K ﹤0.01% 2178

Other funds holding HPF

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Truist Financial's HPF Position: Q2 2020 in Review

Truist Financial sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2020, closing a stake of 10,400 shares — an estimated $160K sold.

Truist Financial first reported a position in HPF in Q1 2020 and held it in 1 quarter. The position peaked at $160K in Q1 2020. 41 funds tracked by Wall St. Rank hold HPF as of Q2 2020.

  • Truist Financial reported no remaining John Hancock Preferred Income Fund II position as of Q2 2020 after selling out during the quarter.
  • Truist Financial sold 10,400 John Hancock Preferred Income Fund II shares in Q2 2020, an estimated $160K.
  • Truist Financial first reported a position in John Hancock Preferred Income Fund II in Q1 2020 and held it in 1 quarter.
  • Truist Financial's John Hancock Preferred Income Fund II position peaked at $160K in Q1 2020.
  • 41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2020.

Based on Truist Financial's 13F filing for Q2 2020, filed 14 Aug 2020.