FMP
PDT

Financial Management Professionals’s John Hancock Premium Dividend Fund PDT Stock Holding History

Financial Management Professionals’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
2016
Q4 		– Sell
-328
Closed -$5K – 309
2016
Q3 		$5K Hold
328
– – ﹤0.01% 222
2016
Q2 		$5K Buy
+328
New +$5.18K ﹤0.01% 307

Other funds holding PDT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Management Professionals's PDT Position: Q4 2016 in Review

Financial Management Professionals sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2016, closing a stake of 328 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in PDT in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 63 funds tracked by Wall St. Rank hold PDT as of Q4 2016.

  • Financial Management Professionals reported no remaining John Hancock Premium Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Financial Management Professionals sold 328 John Hancock Premium Dividend Fund shares in Q4 2016, an estimated $5K.
  • Financial Management Professionals first reported a position in John Hancock Premium Dividend Fund in Q2 2016 and held it in 2 quarters.
  • Financial Management Professionals's John Hancock Premium Dividend Fund position peaked at $5K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2016.

Based on Financial Management Professionals's 13F filing for Q4 2016, filed 6 Feb 2017.