FAM
HTD

Formidable Asset Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Formidable Asset Management’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
2013
Q4 		– Sell
-9
Closed -$1K – 506
2013
Q3 		$1K Buy
+9
New +$163 ﹤0.01% 433

Other funds holding HTD

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Formidable Asset Management's HTD Position: Q4 2013 in Review

Formidable Asset Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2013, closing a stake of 9 shares — an estimated $1K sold.

Formidable Asset Management first reported a position in HTD in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 56 funds tracked by Wall St. Rank hold HTD as of Q4 2013.

  • Formidable Asset Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2013 after selling out during the quarter.
  • Formidable Asset Management sold 9 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2013, an estimated $1K.
  • Formidable Asset Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2013 and held it in 1 quarter.
  • Formidable Asset Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2013.

Based on Formidable Asset Management's 13F filing for Q4 2013, filed 18 Feb 2014.