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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return