AA
HTD

Advisory Alpha’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Advisory Alpha’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-535
Closed -$13K – 102
2016
Q3 		$13K Buy
+535
New +$13.1K 0.01% 90

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Alpha's HTD Position: Q4 2016 in Review

Advisory Alpha sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2016, closing a stake of 535 shares — an estimated $13K sold.

Advisory Alpha first reported a position in HTD in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 66 funds tracked by Wall St. Rank hold HTD as of Q4 2016.

  • Advisory Alpha reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2016 after selling out during the quarter.
  • Advisory Alpha sold 535 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2016, an estimated $13K.
  • Advisory Alpha first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2016 and held it in 1 quarter.
  • Advisory Alpha's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $13K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2016.

Based on Advisory Alpha's 13F filing for Q4 2016, filed 15 Feb 2017.