NFH
HTY

NEXT Financial Holdings’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

NEXT Financial Holdings’s Portfolio HTY Stock Details HTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$3K Buy
+430
New +$2.97K ﹤0.01% 1411

Other funds holding HTY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NEXT Financial Holdings's HTY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q1 2019: 430 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

33 funds tracked by Wall St. Rank hold HTY as of Q1 2019.

  • NEXT Financial Holdings held 430 shares of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND worth $3K as of Q1 2019.
  • JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND was a new NEXT Financial Holdings position in Q1 2019.
  • JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1411 holding.
  • 33 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.