Aurora Private Wealth’s John Hancock Premium Dividend Fund PDT Stock Holding History

Aurora Private Wealth’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
2021 Q4	–	Sell	-26,108	Closed	-$434K	–	225
2021 Q3	$434K	Hold	26,108	–	–	0.18%	118
2021 Q2	$442K	Sell	26,108 -2,497	-9%	-$40.6K	0.18%	112
2021 Q1	$427K	Sell	28,605 -4,098	-13%	-$57.5K	0.18%	114
2020 Q4	$463K	Sell	32,703 -7,580	-19%	-$102K	0.2%	111
2020 Q3	$502K	Buy	40,283 +1,704	+4%	+$22.4K	0.21%	92
2020 Q2	$513K	Sell	38,579 -28,436	-42%	-$367K	0.24%	79
2020 Q1	$817K	Buy	67,015 +30,276	+82%	+$488K	0.29%	79
2019 Q4	$661K	Buy	+36,739	New	+$643K	0.23%	76

Other funds holding PDT

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

SPIA

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

AFP

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

SWP

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

Aurora Private Wealth's PDT Position: Q4 2021 in Review

Aurora Private Wealth sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2021, closing a stake of 26,108 shares — an estimated $434K sold.

Aurora Private Wealth first reported a position in PDT in Q4 2019 and held it in 8 quarters. The position peaked at $817K in Q1 2020. 71 funds tracked by Wall St. Rank hold PDT as of Q4 2021.

Aurora Private Wealth reported no remaining John Hancock Premium Dividend Fund position as of Q4 2021 after selling out during the quarter.
Aurora Private Wealth sold 26,108 John Hancock Premium Dividend Fund shares in Q4 2021, an estimated $434K.
Aurora Private Wealth first reported a position in John Hancock Premium Dividend Fund in Q4 2019 and held it in 8 quarters.
Aurora Private Wealth's John Hancock Premium Dividend Fund position peaked at $817K in Q1 2020.
71 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2021.

Based on Aurora Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.