IP
PDT

Intellectus Partners’s John Hancock Premium Dividend Fund PDT Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-5,640
Closed -$94K – 339
2019
Q1 		$94K Buy
+5,640
New +$89.1K 0.04% 221
2018
Q4 		– Hold
0
– – – 449
2018
Q3 		– Sell
-5,640
Closed -$91.3K – 612
2018
Q2 		$93K Hold
5,640
– – 0.03% 286
2018
Q1 		$86K Hold
5,640
– – 0.03% 298
2017
Q4 		$97K Hold
5,640
– – 0.04% 289
2017
Q3 		$95K Buy
+5,640
New +$95.5K 0.04% 307

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
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return