22CM
PDT

20/20 Capital Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

20/20 Capital Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$284K Buy
16,749
+122
+0.7% +$1.98K 0.07% 138
2021
Q1 		$248K Buy
16,627
+101
+0.6% +$1.42K 0.07% 142
2020
Q4 		$232K Sell
16,526
-591
-3% -$7.99K 0.07% 150
2020
Q3 		$213K Buy
17,117
+87
+0.5% +$1.15K 0.08% 139
2020
Q2 		$235K Buy
17,030
+119
+0.7% +$1.53K 0.09% 124
2020
Q1 		$211K Sell
16,911
-188
-1% -$3.03K 0.09% 132
2019
Q4 		$315K Buy
+17,099
New +$299K 0.13% 114

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

20/20 Capital Management's PDT Position: Q2 2021 in Review

20/20 Capital Management increased its John Hancock Premium Dividend Fund (PDT) stake by 0.73% in Q2 2021, buying an estimated $1.98K and bringing the position to 16,749 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #138.

20/20 Capital Management first reported a position in PDT in Q4 2019 and has held it in 7 quarters since. The position peaked at $315K in Q4 2019. 71 funds tracked by Wall St. Rank hold PDT as of Q2 2021.

  • 20/20 Capital Management held 16,749 shares of John Hancock Premium Dividend Fund worth $284K as of Q2 2021.
  • 20/20 Capital Management bought 122 John Hancock Premium Dividend Fund shares in Q2 2021, an estimated $1.98K.
  • John Hancock Premium Dividend Fund made up 0.07% of 20/20 Capital Management's portfolio in Q2 2021, its #138 holding.
  • 20/20 Capital Management first reported a position in John Hancock Premium Dividend Fund in Q4 2019 and has held it in 7 quarters since.
  • 20/20 Capital Management's John Hancock Premium Dividend Fund position peaked at $315K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.