TAM
HPF

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

Tucker 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
2024
Q2 		– Sell
-1,200
Closed -$19.8K – 1726
2024
Q1 		$19.8K Hold
1,200
– – ﹤0.01% 673
2023
Q4 		$18.9K Hold
1,200
– – ﹤0.01% 554
2023
Q3 		$17.4K Buy
+1,200
New +$18.2K ﹤0.01% 528

Other funds holding HPF

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Tucker Asset Management's HPF Position: Q2 2024 in Review

Tucker Asset Management sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2024, closing a stake of 1,200 shares — an estimated $19.8K sold.

Tucker Asset Management first reported a position in HPF in Q3 2023 and held it in 3 quarters. The position peaked at $19.8K in Q1 2024. 46 funds tracked by Wall St. Rank hold HPF as of Q2 2024.

  • Tucker Asset Management reported no remaining John Hancock Preferred Income Fund II position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 1,200 John Hancock Preferred Income Fund II shares in Q2 2024, an estimated $19.8K.
  • Tucker Asset Management first reported a position in John Hancock Preferred Income Fund II in Q3 2023 and held it in 3 quarters.
  • Tucker Asset Management's John Hancock Preferred Income Fund II position peaked at $19.8K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.