BRWA
HTY

B. Riley Wealth Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

B. Riley Wealth Advisors’s Portfolio HTY Stock Details HTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,352
Closed -$140K – 566
2016
Q4 		$140K Hold
14,352
– – 0.03% 487
2016
Q3 		$157K Buy
14,352
+1,097
+8% +$11.6K 0.03% 557
2016
Q2 		$138K Buy
13,255
+1
+0% +$10 0.03% 555
2016
Q1 		$144K Sell
13,254
-1
-0% -$10 0.03% 495
2015
Q4 		$136K Sell
13,255
-2,000
-13% -$19.7K 0.03% 510
2015
Q3 		$142K Buy
+15,255
New +$147K 0.03% 494
2015
Q1 		– Sell
-15,264
Closed -$1.38K – 2089
2014
Q4 		$1.38K Buy
+15,264
New +$187K 0.03% 660
2014
Q3 		– Sell
-7,504
Closed -$97.6K – 1978
2014
Q2 		$97.6K Buy
+7,504
New +$98.5K 0.02% 739

Other funds holding HTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

B. Riley Wealth Advisors's HTY Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q1 2017, closing a stake of 14,352 shares — an estimated $140K sold.

B. Riley Wealth Advisors first reported a position in HTY in Q2 2014 and held it in 8 quarters. The position peaked at $157K in Q3 2016. 24 funds tracked by Wall St. Rank hold HTY as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,352 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q1 2017, an estimated $140K.
  • B. Riley Wealth Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q2 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $157K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.