MGIA
PDT

Moneta Group Investment Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Moneta Group Investment 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
Q3 		– Sell
-2,320
Closed -$38K – 328
2018
Q2 		$38K Sell
2,320
-35,845
-94% -$554K ﹤0.01% 326
2018
Q1 		$38K Buy
+38,165
New +$589K 0.01% 345

Other funds holding PDT

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
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
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
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

Moneta Group Investment Advisors's PDT Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2018, closing a stake of 2,320 shares — an estimated $38K sold.

Moneta Group Investment Advisors first reported a position in PDT in Q1 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2018. 65 funds tracked by Wall St. Rank hold PDT as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,320 John Hancock Premium Dividend Fund shares in Q3 2018, an estimated $38K.
  • Moneta Group Investment Advisors first reported a position in John Hancock Premium Dividend Fund in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's John Hancock Premium Dividend Fund position peaked at $38K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.