GG
HTD

Golden Green’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Golden Green’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
2023
Q3 		$868K Buy
48,872
+2,355
+5% +$46.3K 0.89% 35
2023
Q2 		$949K Sell
46,517
-25
-0.1% -$513 1.03% 31
2023
Q1 		$992K Buy
+46,542
New +$1.07M 1.16% 29

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden Green's HTD Position: Q3 2023 in Review

Golden Green increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 5.1% in Q3 2023, buying an estimated $46.3K and bringing the position to 48,872 shares worth $868K. The position accounts for 0.89% of the portfolio, ranked #35.

Golden Green first reported a position in HTD in Q1 2023 and has held it in 3 quarters since. The position peaked at $992K in Q1 2023. 83 funds tracked by Wall St. Rank hold HTD as of Q3 2023.

  • Golden Green held 48,872 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $868K as of Q3 2023.
  • Golden Green bought 2,355 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2023, an estimated $46.3K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.89% of Golden Green's portfolio in Q3 2023, its #35 holding.
  • Golden Green first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2023 and has held it in 3 quarters since.
  • Golden Green's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $992K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.