LCM
HTD

Landscape Capital Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Landscape Capital 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
2024
Q4 		– Sell
-32,389
Closed -$752K – 810
2024
Q3 		$752K Sell
32,389
-39,759
-55% -$850K 0.08% 329
2024
Q2 		$1.46M Sell
72,148
-36,585
-34% -$728K 0.12% 242
2024
Q1 		$2.14M Sell
108,733
-39,930
-27% -$765K 0.19% 156
2023
Q4 		$2.82M Buy
148,663
+123,461
+490% +$2.19M 0.25% 98
2023
Q3 		$448K Buy
+25,202
New +$495K 0.06% 249
2021
Q1 		– Sell
-10,680
Closed -$225K – 486
2020
Q4 		$225K Sell
10,680
-839
-7% -$17.1K 0.04% 310
2020
Q3 		$220K Sell
11,519
-6,344
-36% -$123K 0.04% 217
2020
Q2 		$344K Sell
17,863
-18,697
-51% -$353K 0.06% 237
2020
Q1 		$643K Buy
+36,560
New +$887K 0.07% 268
2019
Q1 		– Sell
-11,321
Closed -$231K – 748
2018
Q4 		$231K Buy
+11,321
New +$250K 0.02% 732
2016
Q2 		– Sell
-10,961
Closed -$250K – 587
2016
Q1 		$250K Sell
10,961
-6,888
-39% -$146K 0.03% 482
2015
Q4 		$367K Sell
17,849
-4,567
-20% -$93.6K 0.05% 621
2015
Q3 		$440K Sell
22,416
-3,193
-12% -$63.7K 0.06% 360
2015
Q2 		$503K Buy
+25,609
New +$533K 0.09% 332
2014
Q3 		– Sell
-16,395
Closed -$343K – 391
2014
Q2 		$343K Buy
+16,395
New +$334K 0.23% 111

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Landscape Capital Management's HTD Position: Q4 2024 in Review

Landscape Capital Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2024, closing a stake of 32,389 shares — an estimated $752K sold.

Landscape Capital Management first reported a position in HTD in Q2 2014 and held it in 15 quarters. The position peaked at $2.82M in Q4 2023. 92 funds tracked by Wall St. Rank hold HTD as of Q4 2024.

  • Landscape Capital Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2024 after selling out during the quarter.
  • Landscape Capital Management sold 32,389 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2024, an estimated $752K.
  • Landscape Capital Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2014 and held it in 15 quarters.
  • Landscape Capital Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $2.82M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2024.

Based on Landscape Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.