Gryphon Financial Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Gryphon Financial Partners’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
2018 Q2	–	Hold	0	–	–	–	106
2018 Q1	–	Hold	0	–	–	–	113
2017 Q4	–	Hold	0	–	–	–	103

Other funds holding HTD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return