RIA
PDT

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

Regal Investment 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
2013
Q4 		– Sell
-4,500
Closed -$54K – 924
2013
Q3 		$54K Hold
4,500
– – 0.03% 291
2013
Q2 		$60K Buy
+4,500
New +$63.4K 0.03% 277

Other funds holding PDT

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Regal Investment Advisors's PDT Position: Q4 2013 in Review

Regal Investment Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2013, closing a stake of 4,500 shares — an estimated $54K sold.

Regal Investment Advisors first reported a position in PDT in Q2 2013 and held it in 2 quarters. The position peaked at $60K in Q2 2013. 64 funds tracked by Wall St. Rank hold PDT as of Q4 2013.

  • Regal Investment Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 4,500 John Hancock Premium Dividend Fund shares in Q4 2013, an estimated $54K.
  • Regal Investment Advisors first reported a position in John Hancock Premium Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's John Hancock Premium Dividend Fund position peaked at $60K in Q2 2013.
  • 64 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.