SSB
PDT

Sandy Spring Bank’s John Hancock Premium Dividend Fund PDT Stock Holding History

Sandy Spring Bank’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
2018
Q4 		– Sell
-598
Closed -$10K – 791
2018
Q3 		$10K Buy
+598
New +$9.68K ﹤0.01% 676

Other funds holding PDT

Invesco
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sandy Spring Bank's PDT Position: Q4 2018 in Review

Sandy Spring Bank sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2018, closing a stake of 598 shares — an estimated $10K sold.

Sandy Spring Bank first reported a position in PDT in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 72 funds tracked by Wall St. Rank hold PDT as of Q4 2018.

  • Sandy Spring Bank reported no remaining John Hancock Premium Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 598 John Hancock Premium Dividend Fund shares in Q4 2018, an estimated $10K.
  • Sandy Spring Bank first reported a position in John Hancock Premium Dividend Fund in Q3 2018 and held it in 1 quarter.
  • Sandy Spring Bank's John Hancock Premium Dividend Fund position peaked at $10K in Q3 2018.
  • 72 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2018.

Based on Sandy Spring Bank's 13F filing for Q4 2018, filed 8 Feb 2019.