GJWM
PDT

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

Gilliland Jeter 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
2024
Q4 		– Sell
-370
Closed -$4.89K – 510
2024
Q3 		$4.89K Hold
370
– – ﹤0.01% 536
2024
Q2 		$4.36K Hold
370
– – ﹤0.01% 536
2024
Q1 		$4.31K Buy
+370
New +$4.13K ﹤0.01% 508

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Gilliland Jeter Wealth Management's PDT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2024, closing a stake of 370 shares — an estimated $4.89K sold.

Gilliland Jeter Wealth Management first reported a position in PDT in Q1 2024 and held it in 3 quarters. The position peaked at $4.89K in Q3 2024. 84 funds tracked by Wall St. Rank hold PDT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 370 John Hancock Premium Dividend Fund shares in Q4 2024, an estimated $4.89K.
  • Gilliland Jeter Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's John Hancock Premium Dividend Fund position peaked at $4.89K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.