WQ
HPF

Wealth Quarterback’s John Hancock Preferred Income Fund II HPF Stock Holding History

Wealth Quarterback’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
2021
Q3 		$20K Buy
898
+15
+2% +$331 0.01% 356
2021
Q2 		$20K Buy
+883
New +$18.7K 0.01% 351
2020
Q2 		– Sell
-800
Closed -$12.3K – 389
2020
Q1 		$12.3K Buy
800
+15
+2% +$303 0.01% 430
2019
Q4 		$17.5K Buy
+785
New +$17.3K 0.02% 385

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Quarterback's HPF Position: Q3 2021 in Review

Wealth Quarterback increased its John Hancock Preferred Income Fund II (HPF) stake by 1.7% in Q3 2021, buying an estimated $331 and bringing the position to 898 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #356.

Wealth Quarterback first reported a position in HPF in Q4 2019 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2021.

  • Wealth Quarterback held 898 shares of John Hancock Preferred Income Fund II worth $20K as of Q3 2021.
  • Wealth Quarterback bought 15 John Hancock Preferred Income Fund II shares in Q3 2021, an estimated $331.
  • John Hancock Preferred Income Fund II made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #356 holding.
  • Wealth Quarterback first reported a position in John Hancock Preferred Income Fund II in Q4 2019 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.