MWM
PDT

MBE Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-800
Closed -$9K – 379
2020
Q1 		$9K Buy
+800
New +$12.9K 0.01% 306

Other funds holding PDT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MBE Wealth Management's PDT Position: Q2 2020 in Review

MBE Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2020, closing a stake of 800 shares — an estimated $9K sold.

MBE Wealth Management first reported a position in PDT in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 67 funds tracked by Wall St. Rank hold PDT as of Q2 2020.

  • MBE Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 800 John Hancock Premium Dividend Fund shares in Q2 2020, an estimated $9K.
  • MBE Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's John Hancock Premium Dividend Fund position peaked at $9K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.