Aevitas Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Aevitas Wealth 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
2019 Q2	–	Sell	-1,050	Closed	-$17K	–	265
2019 Q1	$17K	Hold	1,050	–	–	0.02%	272
2018 Q4	$15K	Hold	1,050	–	–	0.02%	273
2018 Q3	$17K	Hold	1,050	–	–	0.02%	303
2018 Q2	$17K	Hold	1,050	–	–	0.02%	291
2018 Q1	$16K	Hold	1,050	–	–	0.02%	279
2017 Q4	$18K	Buy	+1,050	New	+$17.8K	0.02%	268

Other funds holding PDT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Aevitas Wealth Management's PDT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2019, closing a stake of 1,050 shares — an estimated $17K sold.

Aevitas Wealth Management first reported a position in PDT in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q4 2017. 67 funds tracked by Wall St. Rank hold PDT as of Q2 2019.

Aevitas Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,050 John Hancock Premium Dividend Fund shares in Q2 2019, an estimated $17K.
Aevitas Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's John Hancock Premium Dividend Fund position peaked at $18K in Q4 2017.
67 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.