WHG
HPF

Westwood Holdings Group’s John Hancock Preferred Income Fund II HPF Stock Holding History

Westwood Holdings Group’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
2017
Q3 		– Sell
-2,900
Closed -$64K – 466
2017
Q2 		$64K Buy
+2,900
New +$62.8K ﹤0.01% 441

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Westwood Holdings Group's HPF Position: Q3 2017 in Review

Westwood Holdings Group sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2017, closing a stake of 2,900 shares — an estimated $64K sold.

Westwood Holdings Group first reported a position in HPF in Q2 2017 and held it in 1 quarter. The position peaked at $64K in Q2 2017. 41 funds tracked by Wall St. Rank hold HPF as of Q3 2017.

  • Westwood Holdings Group reported no remaining John Hancock Preferred Income Fund II position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 2,900 John Hancock Preferred Income Fund II shares in Q3 2017, an estimated $64K.
  • Westwood Holdings Group first reported a position in John Hancock Preferred Income Fund II in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's John Hancock Preferred Income Fund II position peaked at $64K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.