AIM
HTD

Anchor Investment Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Anchor Investment Management’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
2023
Q4 		– Sell
-551
Closed -$9.79K – 975
2023
Q3 		$9.79K Buy
+551
New +$10.8K ﹤0.01% 748

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Anchor Investment Management's HTD Position: Q4 2023 in Review

Anchor Investment Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2023, closing a stake of 551 shares — an estimated $9.79K sold.

Anchor Investment Management first reported a position in HTD in Q3 2023 and held it in 1 quarter. The position peaked at $9.79K in Q3 2023. 88 funds tracked by Wall St. Rank hold HTD as of Q4 2023.

  • Anchor Investment Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 551 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2023, an estimated $9.79K.
  • Anchor Investment Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2023 and held it in 1 quarter.
  • Anchor Investment Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $9.79K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.