IHT Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

IHT Wealth Management’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	–	Sell	-100	Closed	-$2K	–	838
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	1502
2017 Q4	$2K	Buy	+100	New	+$2.56K	﹤0.01%	1490

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

AIP

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

RJFSA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IHT Wealth Management's HTD Position: Q2 2018 in Review

IHT Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2018, closing a stake of 100 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in HTD in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 84 funds tracked by Wall St. Rank hold HTD as of Q2 2018.

IHT Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 100 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2018, an estimated $2K.
IHT Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $2K in Q1 2018.
84 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.