EE
PDT

EWG Elevate’s John Hancock Premium Dividend Fund PDT Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-985
Closed -$12.7K – 568
2022
Q4 		$12.7K Buy
+985
New +$13.4K 0.01% 346

Other funds holding PDT

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BA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWG Elevate's PDT Position: Q1 2023 in Review

EWG Elevate sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2023, closing a stake of 985 shares — an estimated $12.7K sold.

EWG Elevate first reported a position in PDT in Q4 2022 and held it in 1 quarter. The position peaked at $12.7K in Q4 2022. 73 funds tracked by Wall St. Rank hold PDT as of Q1 2023.

  • EWG Elevate reported no remaining John Hancock Premium Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 985 John Hancock Premium Dividend Fund shares in Q1 2023, an estimated $12.7K.
  • EWG Elevate first reported a position in John Hancock Premium Dividend Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's John Hancock Premium Dividend Fund position peaked at $12.7K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.