AIM
HTD

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

Arcadia 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
2017
Q4 		– Sell
-376
Closed -$10K – 368
2017
Q3 		$10K Buy
+376
New +$9.63K ﹤0.01% 338

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Arcadia Investment Management's HTD Position: Q4 2017 in Review

Arcadia Investment Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2017, closing a stake of 376 shares — an estimated $10K sold.

Arcadia Investment Management first reported a position in HTD in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 76 funds tracked by Wall St. Rank hold HTD as of Q4 2017.

  • Arcadia Investment Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 376 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2017, an estimated $10K.
  • Arcadia Investment Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2017 and held it in 1 quarter.
  • Arcadia Investment Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $10K in Q3 2017.
  • 76 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2017.

Based on Arcadia Investment Management's 13F filing for Q4 2017, filed 30 Jan 2018.