BCA
HTD

Bay Colony Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-377
Closed -$9K – 495
2018
Q2 		$9K Buy
+377
New +$8.43K 0.01% 667

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bay Colony Advisors's HTD Position: Q3 2018 in Review

Bay Colony Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2018, closing a stake of 377 shares — an estimated $9K sold.

Bay Colony Advisors first reported a position in HTD in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 86 funds tracked by Wall St. Rank hold HTD as of Q3 2018.

  • Bay Colony Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 377 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2018, an estimated $9K.
  • Bay Colony Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $9K in Q2 2018.
  • 86 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.