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PDT

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

NewEdge 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
2024
Q4 		– Sell
-11,305
Closed -$149K – 3991
2024
Q3 		$149K Sell
11,305
-3,800
-25% -$47.6K ﹤0.01% 2070
2024
Q2 		$178K Sell
15,105
-900
-6% -$10.3K ﹤0.01% 1958
2024
Q1 		$186K Buy
16,005
+1,500
+10% +$16.8K ﹤0.01% 1865
2023
Q4 		$153K Buy
+14,505
New +$146K ﹤0.01% 1796
2023
Q3 		– Sell
-11,665
Closed -$137K – 3600
2023
Q2 		$137K Buy
+11,665
New +$139K ﹤0.01% 1752
2023
Q1 		– Sell
-3,830
Closed -$49.6K – 3938
2022
Q4 		$49.6K Buy
+3,830
New +$52K ﹤0.01% 1719

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

NewEdge Advisors's PDT Position: Q4 2024 in Review

NewEdge Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2024, closing a stake of 11,305 shares — an estimated $149K sold.

NewEdge Advisors first reported a position in PDT in Q4 2022 and held it in 6 quarters. The position peaked at $186K in Q1 2024. 84 funds tracked by Wall St. Rank hold PDT as of Q4 2024.

  • NewEdge Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 11,305 John Hancock Premium Dividend Fund shares in Q4 2024, an estimated $149K.
  • NewEdge Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2022 and held it in 6 quarters.
  • NewEdge Advisors's John Hancock Premium Dividend Fund position peaked at $186K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.