DWM
PDT

Doyle Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Doyle Wealth Management’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
-200
Closed -$3K – 590
2019
Q2 		$3K Buy
+200
New +$3.35K ﹤0.01% 776

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WP
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

Doyle Wealth Management's PDT Position: Q3 2019 in Review

Doyle Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2019, closing a stake of 200 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in PDT in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 65 funds tracked by Wall St. Rank hold PDT as of Q3 2019.

  • Doyle Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 John Hancock Premium Dividend Fund shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's John Hancock Premium Dividend Fund position peaked at $3K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.