RFS
HTY

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

Rockefeller 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
2017
Q1 		– Sell
-7,850
Closed -$76K – 508
2016
Q4 		$76K Buy
+7,850
New +$80.3K ﹤0.01% 395

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Rockefeller Financial Services's HTY Position: Q1 2017 in Review

Rockefeller Financial Services sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q1 2017, closing a stake of 7,850 shares — an estimated $76K sold.

Rockefeller Financial Services first reported a position in HTY in Q4 2016 and held it in 1 quarter. The position peaked at $76K in Q4 2016. 24 funds tracked by Wall St. Rank hold HTY as of Q1 2017.

  • Rockefeller Financial Services reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 7,850 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q1 2017, an estimated $76K.
  • Rockefeller Financial Services first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $76K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.