CCP
HTY

Clough Capital Partners’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Clough Capital Partners’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
2024
Q1 		– Sell
-369,015
Closed -$1.89M – 202
2023
Q4 		$1.89M Buy
369,015
+68,595
+23% +$305K 0.21% 80
2023
Q3 		$1.32M Buy
300,420
+90,800
+43% +$422K 0.14% 112
2023
Q2 		$983K Buy
209,620
+2,200
+1% +$10.3K 0.1% 134
2023
Q1 		$1.02M Buy
207,420
+103,910
+100% +$533K 0.11% 133
2022
Q4 		$513K Buy
103,510
+93,310
+915% +$451K 0.05% 144
2022
Q3 		$45K Buy
+10,200
New +$53.4K ﹤0.01% 81
2021
Q2 		– Sell
-86,430
Closed -$555K – 173
2021
Q1 		$555K Sell
86,430
-86,500
-50% -$510K 0.02% 127
2020
Q4 		$956K Buy
+172,930
New +$918K 0.07% 103
2018
Q1 		– Sell
-106,400
Closed -$938K – 158
2017
Q4 		$938K Buy
+106,400
New +$946K 0.08% 88
2015
Q4 		– Sell
-20,600
Closed -$191K – 236
2015
Q3 		$191K Buy
+20,600
New +$198K 0.01% 174

Other funds holding HTY

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Clough Capital Partners's HTY Position: Q1 2024 in Review

Clough Capital Partners sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q1 2024, closing a stake of 369,015 shares — an estimated $1.89M sold.

Clough Capital Partners first reported a position in HTY in Q3 2015 and held it in 10 quarters. The position peaked at $1.89M in Q4 2023. 29 funds tracked by Wall St. Rank hold HTY as of Q1 2024.

  • Clough Capital Partners reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q1 2024 after selling out during the quarter.
  • Clough Capital Partners sold 369,015 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q1 2024, an estimated $1.89M.
  • Clough Capital Partners first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q3 2015 and held it in 10 quarters.
  • Clough Capital Partners's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $1.89M in Q4 2023.
  • 29 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.