Gradient Investments’s John Hancock Premium Dividend Fund PDT Stock Holding History

Gradient Investments’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
2020 Q1	–	Sell	-6	Closed	–	–	1204
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1196
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1196
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1064
2019 Q1	$0	Hold	6	–	–	﹤0.01%	970
2018 Q4	$0	Sell	6 -170	-97%	-$2.6K	﹤0.01%	1048
2018 Q3	$3K	Hold	176	–	–	﹤0.01%	811
2018 Q2	$3K	Hold	176	–	–	﹤0.01%	780
2018 Q1	$3K	Hold	176	–	–	﹤0.01%	786
2017 Q4	$3K	Buy	+176	New	+$2.98K	﹤0.01%	767
2015 Q2	–	Sell	-1	Closed	–	–	698
2015 Q1	$0	Buy	+1	New	+$14	﹤0.01%	683
2014 Q4	–	Sell	-1	Closed	–	–	586
2014 Q3	$0	Hold	1	–	–	﹤0.01%	516
2014 Q2	$0	Hold	1	–	–	﹤0.01%	550
2014 Q1	$0	Buy	+1	New	+$12	﹤0.01%	599

Other funds holding PDT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Gradient Investments's PDT Position: Q1 2020 in Review

Gradient Investments sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2020, closing a stake of 6 shares.

Gradient Investments first reported a position in PDT in Q1 2014 and held it in 13 quarters. The position peaked at $3K in Q3 2018. 73 funds tracked by Wall St. Rank hold PDT as of Q1 2020.

Gradient Investments reported no remaining John Hancock Premium Dividend Fund position as of Q1 2020 after selling out during the quarter.
Gradient Investments sold 6 John Hancock Premium Dividend Fund shares in Q1 2020.
Gradient Investments first reported a position in John Hancock Premium Dividend Fund in Q1 2014 and held it in 13 quarters.
Gradient Investments's John Hancock Premium Dividend Fund position peaked at $3K in Q3 2018.
73 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.