IAA
PDT

Independent Advisor Alliance’s John Hancock Premium Dividend Fund PDT Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-11,159
Closed -$201K – 723
2019
Q4 		$201K Buy
+11,159
New +$195K 0.01% 823

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Independent Advisor Alliance's PDT Position: Q1 2020 in Review

Independent Advisor Alliance sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2020, closing a stake of 11,159 shares — an estimated $201K sold.

Independent Advisor Alliance first reported a position in PDT in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 73 funds tracked by Wall St. Rank hold PDT as of Q1 2020.

  • Independent Advisor Alliance reported no remaining John Hancock Premium Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,159 John Hancock Premium Dividend Fund shares in Q1 2020, an estimated $201K.
  • Independent Advisor Alliance first reported a position in John Hancock Premium Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's John Hancock Premium Dividend Fund position peaked at $201K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.