Gupta Wealth Management’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Gupta Wealth Management’s Portfolio HTY Stock Details HTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-2,213	Closed	-$23K	–	1306
2015 Q4	$23K	Hold	2,213	–	–	0.01%	630
2015 Q3	$21K	Hold	2,213	–	–	0.01%	680
2015 Q2	$22K	Hold	2,213	–	–	0.01%	714
2015 Q1	$27K	Buy	+2,213	New	+$26.4K	0.01%	523

Other funds holding HTY

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Gupta Wealth Management's HTY Position: Q1 2016 in Review

Gupta Wealth Management sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q1 2016, closing a stake of 2,213 shares — an estimated $23K sold.

Gupta Wealth Management first reported a position in HTY in Q1 2015 and held it in 4 quarters. The position peaked at $27K in Q1 2015. 24 funds tracked by Wall St. Rank hold HTY as of Q1 2016.

Gupta Wealth Management reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 2,213 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q1 2016, an estimated $23K.
Gupta Wealth Management first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $27K in Q1 2015.
24 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.