Koshinski Asset Management
HTD

Koshinski Asset Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-5,819
Closed -$149K – 1194
2022
Q1 		$149K Buy
5,819
+32
+0.6% +$793 0.01% 695
2021
Q4 		$151K Buy
5,787
+95
+2% +$2.32K 0.01% 714
2021
Q3 		$130K Buy
+5,692
New +$141K 0.01% 746

Other funds holding HTD

UBS Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Koshinski Asset Management's HTD Position: Q2 2022 in Review

Koshinski Asset Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2022, closing a stake of 5,819 shares — an estimated $149K sold.

Koshinski Asset Management first reported a position in HTD in Q3 2021 and held it in 3 quarters. The position peaked at $151K in Q4 2021. 87 funds tracked by Wall St. Rank hold HTD as of Q2 2022.

  • Koshinski Asset Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 5,819 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2022, an estimated $149K.
  • Koshinski Asset Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $151K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.