WP
HPF

WealthPLAN Partners’s John Hancock Preferred Income Fund II HPF Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$25.6K Sell
1,147
-1,147
-50% -$26.1K 0.01% 435
2016
Q2 		$26.1K Buy
+2,294
New +$50K ﹤0.01% 1253

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return