BDO Wealth Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

BDO Wealth 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
2020 Q1	–	Sell	-1,406	Closed	-$38K	–	778
2019 Q4	$38K	Hold	1,406	–	–	0.01%	326
2019 Q3	$40K	Hold	1,406	–	–	0.01%	339
2019 Q2	$36K	Hold	1,406	–	–	0.01%	341
2019 Q1	$35K	Hold	1,406	–	–	0.01%	321
2018 Q4	$29K	Hold	1,406	–	–	0.01%	305
2018 Q3	$33K	Hold	1,406	–	–	0.01%	340
2018 Q2	$33K	Buy	+1,406	New	+$31.4K	0.01%	336

Other funds holding HTD

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's HTD Position: Q1 2020 in Review

BDO Wealth Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2020, closing a stake of 1,406 shares — an estimated $38K sold.

BDO Wealth Advisors first reported a position in HTD in Q2 2018 and held it in 7 quarters. The position peaked at $40K in Q3 2019. 86 funds tracked by Wall St. Rank hold HTD as of Q1 2020.

BDO Wealth Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 1,406 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2020, an estimated $38K.
BDO Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 7 quarters.
BDO Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $40K in Q3 2019.
86 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.