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

Aldebaran 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
2016 Q4	–	Sell	-10,102	Closed	-$166K	–	102
2016 Q3	$166K	Hold	10,102	–	–	0.13%	95
2016 Q2	$173K	Hold	10,102	–	–	0.14%	99
2016 Q1	$153K	Hold	10,102	–	–	0.13%	96
2015 Q4	$139K	Hold	10,102	–	–	0.13%	100
2015 Q3	$127K	Hold	10,102	–	–	0.12%	98
2015 Q2	$132K	Hold	10,102	–	–	0.11%	105
2015 Q1	$140K	Sell	10,102 -435	-4%	-$6.11K	0.12%	108
2014 Q4	$145K	Hold	10,537	–	–	0.13%	109
2014 Q3	$139K	Hold	10,537	–	–	0.12%	109
2014 Q2	$143K	Hold	10,537	–	–	0.11%	119
2014 Q1	$136K	Hold	10,537	–	–	0.12%	114
2013 Q4	$122K	Buy	+10,537	New	+$126K	0.12%	115

Other funds holding PDT

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

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

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

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

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

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

SWP

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

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

Aldebaran Financial's PDT Position: Q4 2016 in Review

Aldebaran Financial sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2016, closing a stake of 10,102 shares — an estimated $166K sold.

Aldebaran Financial first reported a position in PDT in Q4 2013 and held it in 12 quarters. The position peaked at $173K in Q2 2016. 63 funds tracked by Wall St. Rank hold PDT as of Q4 2016.

Aldebaran Financial reported no remaining John Hancock Premium Dividend Fund position as of Q4 2016 after selling out during the quarter.
Aldebaran Financial sold 10,102 John Hancock Premium Dividend Fund shares in Q4 2016, an estimated $166K.
Aldebaran Financial first reported a position in John Hancock Premium Dividend Fund in Q4 2013 and held it in 12 quarters.
Aldebaran Financial's John Hancock Premium Dividend Fund position peaked at $173K in Q2 2016.
63 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2016.

Based on Aldebaran Financial's 13F filing for Q4 2016, filed 23 Mar 2017.