RMAM
PDT

Raab & Moskowitz Asset Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Raab & Moskowitz Asset Management’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
2015
Q1 		– Sell
-430
Closed -$6K – 303
2014
Q4 		$6K Buy
+430
New +$5.87K ﹤0.01% 387

Other funds holding PDT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Raab & Moskowitz Asset Management's PDT Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2015, closing a stake of 430 shares — an estimated $6K sold.

Raab & Moskowitz Asset Management first reported a position in PDT in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 71 funds tracked by Wall St. Rank hold PDT as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining John Hancock Premium Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 430 John Hancock Premium Dividend Fund shares in Q1 2015, an estimated $6K.
  • Raab & Moskowitz Asset Management first reported a position in John Hancock Premium Dividend Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's John Hancock Premium Dividend Fund position peaked at $6K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.