Cambridge Investment Research Advisors
HTY

Cambridge Investment Research Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Cambridge Investment Research 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
2018
Q1 		– Sell
-13,296
Closed -$117K – 2248
2017
Q4 		$117K Buy
+13,296
New +$118K ﹤0.01% 2014
2017
Q1 		– Sell
-30,252
Closed -$294K – 1821
2016
Q4 		$294K Sell
30,252
-13,359
-31% -$137K 0.01% 1284
2016
Q3 		$477K Buy
43,611
+1,076
+3% +$11.3K 0.01% 1063
2016
Q2 		$440K Buy
42,535
+14,287
+51% +$148K 0.01% 988
2016
Q1 		$307K Buy
+28,248
New +$293K 0.01% 1158
2015
Q3 		– Sell
-14,092
Closed -$142K – 1605
2015
Q2 		$142K Sell
14,092
-422
-3% -$4.85K ﹤0.01% 1330
2015
Q1 		$174K Sell
14,514
-3,725
-20% -$44.5K 0.01% 1277
2014
Q4 		$205K Buy
18,239
+295
+2% +$3.62K 0.01% 1207
2014
Q3 		$221K Buy
17,944
+330
+2% +$4.15K 0.01% 1249
2014
Q2 		$229K Buy
17,614
+492
+3% +$6.46K 0.01% 1134
2014
Q1 		$222K Sell
17,122
-591
-3% -$7.55K 0.01% 1111
2013
Q4 		$221K Sell
17,713
-2,812
-14% -$34.4K 0.01% 1030
2013
Q3 		$236K Buy
20,525
+1,750
+9% +$21.3K 0.01% 958
2013
Q2 		$231K Buy
+18,775
New +$237K 0.01% 878

Other funds holding HTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors's HTY Position: Q1 2018 in Review

Cambridge Investment Research Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q1 2018, closing a stake of 13,296 shares — an estimated $117K sold.

Cambridge Investment Research Advisors first reported a position in HTY in Q2 2013 and held it in 14 quarters. The position peaked at $477K in Q3 2016. 18 funds tracked by Wall St. Rank hold HTY as of Q1 2018.

  • Cambridge Investment Research Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q1 2018 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,296 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q1 2018, an estimated $117K.
  • Cambridge Investment Research Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q2 2013 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $477K in Q3 2016.
  • 18 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q1 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2018, filed 9 May 2018.