PFS
HTY

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

Prospera Financial Services’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
2015
Q4 		– Sell
-10,509
Closed -$98K – 325
2015
Q3 		$98K Buy
10,509
+350
+3% +$3.37K 0.02% 277
2015
Q2 		$102K Buy
+10,159
New +$117K 0.02% 288

Other funds holding HTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Prospera Financial Services's HTY Position: Q4 2015 in Review

Prospera Financial Services sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q4 2015, closing a stake of 10,509 shares — an estimated $98K sold.

Prospera Financial Services first reported a position in HTY in Q2 2015 and held it in 2 quarters. The position peaked at $102K in Q2 2015. 26 funds tracked by Wall St. Rank hold HTY as of Q4 2015.

  • Prospera Financial Services reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q4 2015 after selling out during the quarter.
  • Prospera Financial Services sold 10,509 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q4 2015, an estimated $98K.
  • Prospera Financial Services first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q2 2015 and held it in 2 quarters.
  • Prospera Financial Services's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $102K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q4 2015.

Based on Prospera Financial Services's 13F filing for Q4 2015, filed 12 Jan 2016.