MBFW
HTD

Morton Brown Family Wealth’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-309
Closed -$5.87K – 258
2023
Q4 		$5.87K Buy
+309
New +$5.47K ﹤0.01% 206

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morton Brown Family Wealth's HTD Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2024, closing a stake of 309 shares — an estimated $5.87K sold.

Morton Brown Family Wealth first reported a position in HTD in Q4 2023 and held it in 1 quarter. The position peaked at $5.87K in Q4 2023. 86 funds tracked by Wall St. Rank hold HTD as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 309 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2024, an estimated $5.87K.
  • Morton Brown Family Wealth first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $5.87K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.