SQA
HTD

Simon Quick Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Simon Quick Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,596
Closed -$41K – 522
2017
Q2 		$41K Buy
+1,596
New +$40.6K 0.02% 135

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simon Quick Advisors's HTD Position: Q3 2017 in Review

Simon Quick Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2017, closing a stake of 1,596 shares — an estimated $41K sold.

Simon Quick Advisors first reported a position in HTD in Q2 2017 and held it in 1 quarter. The position peaked at $41K in Q2 2017. 71 funds tracked by Wall St. Rank hold HTD as of Q3 2017.

  • Simon Quick Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 1,596 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2017, an estimated $41K.
  • Simon Quick Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2017 and held it in 1 quarter.
  • Simon Quick Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $41K in Q2 2017.
  • 71 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2017.

Based on Simon Quick Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.