Advocacy Wealth Management Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Advocacy Wealth Management Services’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
2021 Q1	–	Sell	-500	Closed	-$11K	–	145
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	113
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	113
2020 Q2	$10K	Hold	500	–	–	﹤0.01%	109
2020 Q1	$8K	Hold	500	–	–	﹤0.01%	104
2019 Q4	$14K	Hold	500	–	–	﹤0.01%	112
2019 Q3	$14K	Hold	500	–	–	0.01%	113
2019 Q2	$13K	Buy	+500	New	+$12.4K	0.01%	119

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advocacy Wealth Management Services's HTD Position: Q1 2021 in Review

Advocacy Wealth Management Services sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2021, closing a stake of 500 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in HTD in Q2 2019 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 90 funds tracked by Wall St. Rank hold HTD as of Q1 2021.

Advocacy Wealth Management Services reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2021, an estimated $11K.
Advocacy Wealth Management Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2019 and held it in 7 quarters.
Advocacy Wealth Management Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $14K in Q4 2019.
90 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2021, filed 5 Apr 2021.