IA
PDT

IFP Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

IFP Advisors’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
2019
Q1 		$185K Buy
11,126
+4,550
+69% +$71.9K 0.03% 493
2018
Q4 		$91K Sell
6,576
-5,220
-44% -$80K 0.01% 1247
2018
Q3 		$191K Buy
11,796
+1,399
+13% +$22.6K 0.01% 1105
2018
Q2 		$171K Buy
10,397
+1,528
+17% +$23.6K 0.01% 1155
2018
Q1 		$152K Hold
8,869
– – 0.01% 1128
2017
Q4 		$152K Sell
8,869
-18,262
-67% -$309K 0.01% 1134
2017
Q3 		$458K Buy
27,131
+327
+1% +$5.54K 0.02% 723
2017
Q2 		$449K Buy
26,804
+576
+2% +$9.49K 0.02% 720
2017
Q1 		$417K Buy
26,228
+1,696
+7% +$26.8K 0.02% 761
2016
Q4 		$384K Sell
24,532
-718
-3% -$10.6K 0.02% 741
2016
Q3 		$414K Sell
25,250
-1,162
-4% -$19.8K 0.02% 644
2016
Q2 		$448K Buy
26,412
+15,286
+137% +$241K 0.03% 586
2016
Q1 		$185K Sell
11,126
-8,422
-43% -$118K 0.03% 493
2015
Q4 		$268K Buy
+19,548
New +$261K 0.02% 716

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

IFP Advisors's PDT Position: Q1 2019 in Review

IFP Advisors increased its John Hancock Premium Dividend Fund (PDT) stake by 69% in Q1 2019, buying an estimated $71.9K and bringing the position to 11,126 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #493.

IFP Advisors first reported a position in PDT in Q4 2015 and has held it in 14 quarters since. The position peaked at $458K in Q3 2017. 68 funds tracked by Wall St. Rank hold PDT as of Q1 2019.

  • IFP Advisors held 11,126 shares of John Hancock Premium Dividend Fund worth $185K as of Q1 2019.
  • IFP Advisors bought 4,550 John Hancock Premium Dividend Fund shares in Q1 2019, an estimated $71.9K.
  • John Hancock Premium Dividend Fund made up 0.03% of IFP Advisors's portfolio in Q1 2019, its #493 holding.
  • IFP Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's John Hancock Premium Dividend Fund position peaked at $458K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.