JMPWA
PDT

JP Morgan Private Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

JP Morgan Private Wealth 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
2018
Q1 		– Sell
-11,200
Closed -$191K – 1357
2017
Q4 		$191K Buy
+11,200
New +$190K ﹤0.01% 1197

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

JP Morgan Private Wealth Advisors's PDT Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2018, closing a stake of 11,200 shares — an estimated $191K sold.

JP Morgan Private Wealth Advisors first reported a position in PDT in Q4 2017 and held it in 1 quarter. The position peaked at $191K in Q4 2017. 66 funds tracked by Wall St. Rank hold PDT as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,200 John Hancock Premium Dividend Fund shares in Q1 2018, an estimated $191K.
  • JP Morgan Private Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2017 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $191K in Q4 2017.
  • 66 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.