NFG
PDT

Nations Financial Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

Nations Financial Group’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
2024
Q4 		– Sell
-25,104
Closed -$332K – 700
2024
Q3 		$332K Buy
+25,104
New +$314K 0.02% 543

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Nations Financial Group's PDT Position: Q4 2024 in Review

Nations Financial Group sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2024, closing a stake of 25,104 shares — an estimated $332K sold.

Nations Financial Group first reported a position in PDT in Q3 2024 and held it in 1 quarter. The position peaked at $332K in Q3 2024. 84 funds tracked by Wall St. Rank hold PDT as of Q4 2024.

  • Nations Financial Group reported no remaining John Hancock Premium Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 25,104 John Hancock Premium Dividend Fund shares in Q4 2024, an estimated $332K.
  • Nations Financial Group first reported a position in John Hancock Premium Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Nations Financial Group's John Hancock Premium Dividend Fund position peaked at $332K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.