ARC
PDT

Advisor Resource Council’s John Hancock Premium Dividend Fund PDT Stock Holding History

Advisor Resource Council’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
2023
Q2 		– Sell
-29,119
Closed -$374K – 239
2023
Q1 		$374K Buy
+29,119
New +$376K 0.09% 186

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Advisor Resource Council's PDT Position: Q2 2023 in Review

Advisor Resource Council sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2023, closing a stake of 29,119 shares — an estimated $374K sold.

Advisor Resource Council first reported a position in PDT in Q1 2023 and held it in 1 quarter. The position peaked at $374K in Q1 2023. 74 funds tracked by Wall St. Rank hold PDT as of Q2 2023.

  • Advisor Resource Council reported no remaining John Hancock Premium Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Advisor Resource Council sold 29,119 John Hancock Premium Dividend Fund shares in Q2 2023, an estimated $374K.
  • Advisor Resource Council first reported a position in John Hancock Premium Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Advisor Resource Council's John Hancock Premium Dividend Fund position peaked at $374K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2023.

Based on Advisor Resource Council's 13F filing for Q2 2023, filed 14 Jul 2023.