IA
HTY

IFP Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

IFP Advisors’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
2018
Q4 		– Sell
-945
Closed -$7K – 3926
2018
Q3 		$7K Hold
945
– – ﹤0.01% 3082
2018
Q2 		$8K Sell
945
-642
-40% -$5.54K ﹤0.01% 3059
2018
Q1 		$14K Hold
1,587
– – ﹤0.01% 2609
2017
Q4 		$14K Sell
1,587
-500
-24% -$4.45K ﹤0.01% 2645
2017
Q3 		$19K Sell
2,087
-1,783
-46% -$16.4K ﹤0.01% 2639
2017
Q2 		$37K Sell
3,870
-119,728
-97% -$1.14M ﹤0.01% 2175
2017
Q1 		$1.12M Sell
123,598
-131,258
-52% -$1.25M 0.05% 400
2016
Q4 		$2.48M Buy
254,856
+83,856
+49% +$858K 0.12% 189
2016
Q3 		$1.87M Buy
171,000
+71,348
+72% +$752K 0.1% 234
2016
Q2 		$1.03M Buy
+99,652
New +$1.03M 0.06% 346
2016
Q1 		– Sell
-4,875
Closed -$50K – 3559
2015
Q4 		$50K Buy
+4,875
New +$48K ﹤0.01% 1631

Other funds holding HTY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's HTY Position: Q4 2018 in Review

IFP Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q4 2018, closing a stake of 945 shares — an estimated $7K sold.

IFP Advisors first reported a position in HTY in Q4 2015 and held it in 11 quarters. The position peaked at $2.48M in Q4 2016. 30 funds tracked by Wall St. Rank hold HTY as of Q4 2018.

  • IFP Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 945 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q4 2018, an estimated $7K.
  • IFP Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $2.48M in Q4 2016.
  • 30 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.