American Portfolios Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

American Portfolios Advisors’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
2020 Q1	–	Sell	-1,997	Closed	-$54.6K	–	2837
2019 Q4	$54.6K	Hold	1,997	–	–	﹤0.01%	1309
2019 Q3	$56.8K	Hold	1,997	–	–	﹤0.01%	1229
2019 Q2	$50.7K	Hold	1,997	–	–	﹤0.01%	1267
2019 Q1	$49.5K	Buy	+1,997	New	+$46.8K	﹤0.01%	1202

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

American Portfolios Advisors's HTD Position: Q1 2020 in Review

American Portfolios Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2020, closing a stake of 1,997 shares — an estimated $54.6K sold.

American Portfolios Advisors first reported a position in HTD in Q1 2019 and held it in 4 quarters. The position peaked at $56.8K in Q3 2019. 86 funds tracked by Wall St. Rank hold HTD as of Q1 2020.

American Portfolios Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
American Portfolios Advisors sold 1,997 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $54.6K.
American Portfolios Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2019 and held it in 4 quarters.
American Portfolios Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $56.8K in Q3 2019.
86 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.