AF
PDT

Advisornet Financial’s John Hancock Premium Dividend Fund PDT Stock Holding History

Advisornet Financial’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
2019
Q1 		– Sell
-275
Closed -$4K – 1636
2018
Q4 		$4K Sell
275
-1,000
-78% -$15.3K ﹤0.01% 1275
2018
Q3 		$21K Hold
1,275
– – ﹤0.01% 946
2018
Q2 		$21K Sell
1,275
-1,000
-44% -$15.5K ﹤0.01% 937
2018
Q1 		$35K Buy
2,275
+1,000
+78% +$15.4K ﹤0.01% 794
2017
Q4 		$22K Buy
+1,275
New +$21.6K ﹤0.01% 843

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Advisornet Financial's PDT Position: Q1 2019 in Review

Advisornet Financial sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2019, closing a stake of 275 shares — an estimated $4K sold.

Advisornet Financial first reported a position in PDT in Q4 2017 and held it in 5 quarters. The position peaked at $35K in Q1 2018. 68 funds tracked by Wall St. Rank hold PDT as of Q1 2019.

  • Advisornet Financial reported no remaining John Hancock Premium Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Advisornet Financial sold 275 John Hancock Premium Dividend Fund shares in Q1 2019, an estimated $4K.
  • Advisornet Financial first reported a position in John Hancock Premium Dividend Fund in Q4 2017 and held it in 5 quarters.
  • Advisornet Financial's John Hancock Premium Dividend Fund position peaked at $35K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2019.

Based on Advisornet Financial's 13F filing for Q1 2019, filed 14 May 2019.