Pinnacle Financial Partners (Tennessee)’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-55	Closed	-$1K	–	357
2017 Q2	$1K	Buy	+55	New	+$1.4K	﹤0.01%	469

Other funds holding HTD

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s HTD Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2017, closing a stake of 55 shares — an estimated $1K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in HTD in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 71 funds tracked by Wall St. Rank hold HTD as of Q3 2017.

Pinnacle Financial Partners (Tennessee) reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2017 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 55 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2017, an estimated $1K.
Pinnacle Financial Partners (Tennessee) first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2017 and held it in 1 quarter.
Pinnacle Financial Partners (Tennessee)'s John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1K in Q2 2017.
71 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.