Column Capital Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Column Capital 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
2022 Q4	–	Sell	-419	Closed	-$9K	–	848
2022 Q3	$9K	Sell	419 -781	-65%	-$18.5K	﹤0.01%	485
2022 Q2	$28K	Hold	1,200	–	–	0.01%	350
2022 Q1	$31K	Hold	1,200	–	–	0.01%	349
2021 Q4	$31K	Hold	1,200	–	–	0.01%	366
2021 Q3	$27K	Hold	1,200	–	–	0.01%	353
2021 Q2	$30K	Hold	1,200	–	–	0.01%	337
2021 Q1	$28K	Hold	1,200	–	–	0.01%	342
2020 Q4	$25K	Hold	1,200	–	–	0.01%	360
2020 Q3	$23K	Sell	1,200 -650	-35%	-$12.6K	0.01%	345
2020 Q2	$35K	Buy	+1,850	New	+$34.9K	0.01%	298

Other funds holding HTD

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Column Capital Advisors's HTD Position: Q4 2022 in Review

Column Capital Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2022, closing a stake of 419 shares — an estimated $9K sold.

Column Capital Advisors first reported a position in HTD in Q2 2020 and held it in 10 quarters. The position peaked at $35K in Q2 2020. 92 funds tracked by Wall St. Rank hold HTD as of Q4 2022.

Column Capital Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2022 after selling out during the quarter.
Column Capital Advisors sold 419 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2022, an estimated $9K.
Column Capital Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2020 and held it in 10 quarters.
Column Capital Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $35K in Q2 2020.
92 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2022.

Based on Column Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.