RMP
PDT

Richards, Merrill & Peterson’s John Hancock Premium Dividend Fund PDT Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-284
Closed -$3.71K – 395
2025
Q1 		$3.71K Hold
284
– – ﹤0.01% 449
2024
Q4 		$3.62K Buy
+284
New +$3.67K ﹤0.01% 440

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's PDT Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2025, closing a stake of 284 shares — an estimated $3.71K sold.

Richards, Merrill & Peterson first reported a position in PDT in Q4 2024 and held it in 2 quarters. The position peaked at $3.71K in Q1 2025. 90 funds tracked by Wall St. Rank hold PDT as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining John Hancock Premium Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 284 John Hancock Premium Dividend Fund shares in Q2 2025, an estimated $3.71K.
  • Richards, Merrill & Peterson first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's John Hancock Premium Dividend Fund position peaked at $3.71K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.