Clarus Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Clarus Wealth Advisors’s Portfolio PDT Stock Details PDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,821	Closed	-$133K	–	436
2019 Q2	$133K	Sell	7,821 -880	-10%	-$14.8K	0.1%	154
2019 Q1	$145K	Sell	8,701 -1,793	-17%	-$28.3K	0.11%	143
2018 Q4	$145K	Hold	10,494	–	–	0.23%	123
2018 Q3	$170K	Hold	10,494	–	–	0.11%	152
2018 Q2	$159K	Hold	10,494	–	–	0.12%	148
2018 Q1	$159K	Buy	10,494 +487	+5%	+$7.51K	0.15%	117
2017 Q4	$171K	Buy	+10,007	New	+$169K	0.16%	115

Other funds holding PDT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Clarus Wealth Advisors's PDT Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2019, closing a stake of 7,821 shares — an estimated $133K sold.

Clarus Wealth Advisors first reported a position in PDT in Q4 2017 and held it in 7 quarters. The position peaked at $171K in Q4 2017. 65 funds tracked by Wall St. Rank hold PDT as of Q3 2019.

Clarus Wealth Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 7,821 John Hancock Premium Dividend Fund shares in Q3 2019, an estimated $133K.
Clarus Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $171K in Q4 2017.
65 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.