Ahrens Investment Partners’s John Hancock Premium Dividend Fund PDT Stock Holding History

Ahrens Investment Partners’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
2022 Q3	–	Sell	-1,000	Closed	-$14K	–	692
2022 Q2	$14K	Hold	1,000	–	–	0.01%	581
2022 Q1	$16K	Hold	1,000	–	–	0.01%	625
2021 Q4	$17K	Buy	+1,000	New	+$17.1K	0.01%	614
2020 Q1	–	Sell	-13,000	Closed	-$234K	–	164
2019 Q4	$234K	Hold	13,000	–	–	0.1%	141
2019 Q3	$235K	Buy	13,000 +700	+6%	+$12.1K	0.1%	138
2019 Q2	$209K	Sell	12,300 -1,200	-9%	-$20.1K	0.09%	140
2019 Q1	$225K	Sell	13,500 -18,000	-57%	-$284K	0.1%	130
2018 Q4	$437K	Buy	+31,500	New	+$483K	0.2%	80

Other funds holding PDT

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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

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

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

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

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Ahrens Investment Partners's PDT Position: Q3 2022 in Review

Ahrens Investment Partners sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2022, closing a stake of 1,000 shares — an estimated $14K sold.

Ahrens Investment Partners first reported a position in PDT in Q4 2018 and held it in 8 quarters. The position peaked at $437K in Q4 2018. 65 funds tracked by Wall St. Rank hold PDT as of Q3 2022.

Ahrens Investment Partners reported no remaining John Hancock Premium Dividend Fund position as of Q3 2022 after selling out during the quarter.
Ahrens Investment Partners sold 1,000 John Hancock Premium Dividend Fund shares in Q3 2022, an estimated $14K.
Ahrens Investment Partners first reported a position in John Hancock Premium Dividend Fund in Q4 2018 and held it in 8 quarters.
Ahrens Investment Partners's John Hancock Premium Dividend Fund position peaked at $437K in Q4 2018.
65 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.