BWP
PDT

Baldwin Wealth Partners’s John Hancock Premium Dividend Fund PDT Stock Holding History

Baldwin Wealth Partners’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
2016
Q2 		– Sell
-24,155
Closed -$365K – 479
2016
Q1 		$365K Buy
+24,155
New +$339K 0.07% 164

Other funds holding PDT

Cohen & Steers
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MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Baldwin Wealth Partners's PDT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2024, closing a stake of 2,573 shares — an estimated $34K sold.

Baldwin Wealth Partners first reported a position in PDT in Q1 2014 and held it in 42 quarters. The position peaked at $469K in Q2 2016. 84 funds tracked by Wall St. Rank hold PDT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining John Hancock Premium Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,573 John Hancock Premium Dividend Fund shares in Q4 2024, an estimated $34K.
  • Baldwin Wealth Partners first reported a position in John Hancock Premium Dividend Fund in Q1 2014 and held it in 42 quarters.
  • Baldwin Wealth Partners's John Hancock Premium Dividend Fund position peaked at $469K in Q2 2016.
  • 84 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.