MWA
PDT

Meridian Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Meridian 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
2019
Q1 		– Sell
-2,580
Closed -$36K – 322
2018
Q4 		$36K Buy
+2,580
New +$39.5K 0.03% 295

Other funds holding PDT

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Meridian Wealth Advisors's PDT Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2019, closing a stake of 2,580 shares — an estimated $36K sold.

Meridian Wealth Advisors first reported a position in PDT in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 68 funds tracked by Wall St. Rank hold PDT as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,580 John Hancock Premium Dividend Fund shares in Q1 2019, an estimated $36K.
  • Meridian Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $36K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.