PS
PDT

Planned Solutions’s John Hancock Premium Dividend Fund PDT Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-1,182
Closed -$17K – 303
2020
Q4 		$17K Hold
1,182
– – 0.01% 294
2020
Q3 		$15K Buy
+1,182
New +$15.6K 0.01% 234

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Planned Solutions's PDT Position: Q1 2021 in Review

Planned Solutions sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2021, closing a stake of 1,182 shares — an estimated $17K sold.

Planned Solutions first reported a position in PDT in Q3 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 77 funds tracked by Wall St. Rank hold PDT as of Q1 2021.

  • Planned Solutions reported no remaining John Hancock Premium Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 1,182 John Hancock Premium Dividend Fund shares in Q1 2021, an estimated $17K.
  • Planned Solutions first reported a position in John Hancock Premium Dividend Fund in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's John Hancock Premium Dividend Fund position peaked at $17K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.