CFA
HTD

Camarda Financial Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Camarda Financial 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
Q4 		– Sell
-326
Closed -$8K – 200
2018
Q3 		$8K Buy
+326
New +$7.62K 0.01% 185

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Camarda Financial Advisors's HTD Position: Q4 2018 in Review

Camarda Financial Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2018, closing a stake of 326 shares — an estimated $8K sold.

Camarda Financial Advisors first reported a position in HTD in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 83 funds tracked by Wall St. Rank hold HTD as of Q4 2018.

  • Camarda Financial Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 326 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2018, an estimated $8K.
  • Camarda Financial Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $8K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.