Iron Gate Global Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Iron Gate Global Advisors’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
2020 Q2	–	Sell	-13,113	Closed	-$231K	–	93
2020 Q1	$231K	Sell	13,113 -13,256	-50%	-$322K	0.16%	48
2019 Q4	$721K	Sell	26,369 -930	-3%	-$25.3K	0.41%	32
2019 Q3	$777K	Buy	27,299 +1,000	+4%	+$26.1K	0.47%	31
2019 Q2	$671K	Buy	26,299 +13,823	+111%	+$344K	0.45%	32
2019 Q1	$309K	Buy	+12,476	New	+$293K	0.12%	52
2018 Q4	–	Sell	-4,229	Closed	-$96K	–	140
2018 Q3	$96K	Hold	4,229	–	–	0.06%	88
2018 Q2	$99K	Buy	+4,229	New	+$94.5K	0.07%	64

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJFSA

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

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

AAM

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

Iron Gate Global Advisors's HTD Position: Q2 2020 in Review

Iron Gate Global Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2020, closing a stake of 13,113 shares — an estimated $231K sold.

Iron Gate Global Advisors first reported a position in HTD in Q2 2018 and held it in 7 quarters. The position peaked at $777K in Q3 2019. 84 funds tracked by Wall St. Rank hold HTD as of Q2 2020.

Iron Gate Global Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2020 after selling out during the quarter.
Iron Gate Global Advisors sold 13,113 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2020, an estimated $231K.
Iron Gate Global Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 7 quarters.
Iron Gate Global Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $777K in Q3 2019.
84 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2020.

Based on Iron Gate Global Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.