WA
HPS

WFG Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

WFG Advisors’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10
Closed – – 1628
2016
Q3 		$0 Buy
+10
New +$198 ﹤0.01% 1622
2016
Q2 		– Sell
-10
Closed – – 1619
2016
Q1 		$0 Hold
10
– – ﹤0.01% 1589
2015
Q4 		$0 Hold
10
– – ﹤0.01% 1610
2015
Q3 		$0 Hold
10
– – ﹤0.01% 1652
2015
Q2 		$0 Hold
10
– – ﹤0.01% 1727
2015
Q1 		$0 Hold
10
– – ﹤0.01% 1904
2014
Q4 		$0 Hold
10
– – ﹤0.01% 2146
2014
Q3 		$0 Hold
10
– – ﹤0.01% 2130
2014
Q2 		$0 Sell
10
-154
-94% -$2.72K ﹤0.01% 2015
2014
Q1 		$3K Sell
164
-1,040
-86% -$17.3K ﹤0.01% 1740
2013
Q4 		$19K Buy
1,204
+1,050
+682% +$16.9K ﹤0.01% 1362
2013
Q3 		$3K Hold
154
– – ﹤0.01% 1845
2013
Q2 		$3K Buy
+154
New +$2.97K ﹤0.01% 1772

Other funds holding HPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

WFG Advisors's HPS Position: Q4 2016 in Review

WFG Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2016, closing a stake of 10 shares.

WFG Advisors first reported a position in HPS in Q2 2013 and held it in 13 quarters. The position peaked at $19K in Q4 2013. 46 funds tracked by Wall St. Rank hold HPS as of Q4 2016.

  • WFG Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 10 John Hancock Preferred Income Fund III shares in Q4 2016.
  • WFG Advisors first reported a position in John Hancock Preferred Income Fund III in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's John Hancock Preferred Income Fund III position peaked at $19K in Q4 2013.
  • 46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.