Optimum Investment Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Optimum Investment Advisors’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
2023 Q2	–	Sell	-4,000	Closed	-$19.6K	–	766
2023 Q1	$19.6K	Hold	4,000	–	–	0.01%	481
2022 Q4	$19.8K	Hold	4,000	–	–	0.01%	488
2022 Q3	$18K	Hold	4,000	–	–	0.01%	515
2022 Q2	$22K	Hold	4,000	–	–	0.01%	505
2022 Q1	$27K	Hold	4,000	–	–	0.01%	535
2021 Q4	$26K	Hold	4,000	–	–	0.01%	562
2021 Q3	$26K	Hold	4,000	–	–	0.01%	559
2021 Q2	$28K	Hold	4,000	–	–	0.01%	616
2021 Q1	$26K	Buy	+4,000	New	+$23.6K	0.01%	625

Other funds holding HTY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Optimum Investment Advisors's HTY Position: Q2 2023 in Review

Optimum Investment Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2023, closing a stake of 4,000 shares — an estimated $19.6K sold.

Optimum Investment Advisors first reported a position in HTY in Q1 2021 and held it in 9 quarters. The position peaked at $28K in Q2 2021. 30 funds tracked by Wall St. Rank hold HTY as of Q2 2023.

Optimum Investment Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 4,000 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2023, an estimated $19.6K.
Optimum Investment Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2021 and held it in 9 quarters.
Optimum Investment Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $28K in Q2 2021.
30 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.