Claraphi Advisory Network’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-599	Closed	-$3K	–	1250
2020 Q1	$3K	Buy	+599	New	+$3.84K	﹤0.01%	990
2019 Q4	–	Sell	-599	Closed	-$4K	–	418
2019 Q3	$4K	Buy	+599	New	+$4.05K	﹤0.01%	366
2018 Q1	–	Sell	-17,034	Closed	-$150K	–	272
2017 Q4	$150K	Buy	+17,034	New	+$151K	0.12%	211

Other funds holding HTY

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Claraphi Advisory Network's HTY Position: Q2 2020 in Review

Claraphi Advisory Network sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2020, closing a stake of 599 shares — an estimated $3K sold.

Claraphi Advisory Network first reported a position in HTY in Q4 2017 and held it in 3 quarters. The position peaked at $150K in Q4 2017. 29 funds tracked by Wall St. Rank hold HTY as of Q2 2020.

Claraphi Advisory Network reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 599 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2020, an estimated $3K.
Claraphi Advisory Network first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2017 and held it in 3 quarters.
Claraphi Advisory Network's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $150K in Q4 2017.
29 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.