JFA
PDT

JNBA Financial Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

JNBA Financial Advisors’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
Q3 		– Sell
-538
Closed -$9K – 671
2019
Q2 		$9K Buy
+538
New +$9.02K ﹤0.01% 443

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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

JNBA Financial Advisors's PDT Position: Q3 2019 in Review

JNBA Financial Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2019, closing a stake of 538 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in PDT in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 65 funds tracked by Wall St. Rank hold PDT as of Q3 2019.

  • JNBA Financial Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 538 John Hancock Premium Dividend Fund shares in Q3 2019, an estimated $9K.
  • JNBA Financial Advisors first reported a position in John Hancock Premium Dividend Fund in Q2 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's John Hancock Premium Dividend Fund position peaked at $9K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.