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

Parallel 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
2022
Q4 		– Sell
-120
Closed -$1.63K – 3481
2022
Q3 		$2K Buy
+120
New +$1.76K ﹤0.01% 2718

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Invesco
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Parallel Advisors's PDT Position: Q4 2022 in Review

Parallel Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2022, closing a stake of 120 shares — an estimated $1.63K sold.

Parallel Advisors first reported a position in PDT in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 82 funds tracked by Wall St. Rank hold PDT as of Q4 2022.

  • Parallel Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Parallel Advisors sold 120 John Hancock Premium Dividend Fund shares in Q4 2022, an estimated $1.63K.
  • Parallel Advisors first reported a position in John Hancock Premium Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Parallel Advisors's John Hancock Premium Dividend Fund position peaked at $2K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.