Signature Wealth Management Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

Signature Wealth Management Group’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	-700	Closed	-$11K	–	235
2018 Q3	$11K	Hold	700	–	–	0.01%	178
2018 Q2	$12K	Hold	700	–	–	0.01%	169
2018 Q1	$11K	Hold	700	–	–	0.01%	175
2017 Q4	$12K	Buy	+700	New	+$11.8K	0.01%	173

Other funds holding PDT

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Signature Wealth Management Group's PDT Position: Q4 2018 in Review

Signature Wealth Management Group sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2018, closing a stake of 700 shares — an estimated $11K sold.

Signature Wealth Management Group first reported a position in PDT in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 72 funds tracked by Wall St. Rank hold PDT as of Q4 2018.

Signature Wealth Management Group reported no remaining John Hancock Premium Dividend Fund position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 700 John Hancock Premium Dividend Fund shares in Q4 2018, an estimated $11K.
Signature Wealth Management Group first reported a position in John Hancock Premium Dividend Fund in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's John Hancock Premium Dividend Fund position peaked at $12K in Q2 2018.
72 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.