Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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IWA
PDT
IVC Wealth Advisors’s
John Hancock Premium Dividend Fund
PDT
Stock Holding History
IVC Wealth Advisors’s Portfolio
PDT Stock Details
PDT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Hold
0
–
–
–
137
Other funds holding PDT
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.9B AUM
27.3%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
BA
Bridge Advisory
Pasadena, California
$210M AUM
21.75%
1-Year Est. Return
SPIA
Steward Partners Investment Advisory
New York
$19.6B AUM
22.89%
1-Year Est. Return
AFP
Ausdal Financial Partners
Davenport, Iowa
$2.25B AUM
20.11%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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