Squar Milner Financial Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Squar Milner Financial Services’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
2018 Q3	–	Sell	-1,000	Closed	-$23K	–	803
2018 Q2	$23K	Buy	+1,000	New	+$22.3K	0.02%	457

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Squar Milner Financial Services's HTD Position: Q3 2018 in Review

Squar Milner Financial Services sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2018, closing a stake of 1,000 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in HTD in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 86 funds tracked by Wall St. Rank hold HTD as of Q3 2018.

Squar Milner Financial Services reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2018 after selling out during the quarter.
Squar Milner Financial Services sold 1,000 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2018, an estimated $23K.
Squar Milner Financial Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2018 and held it in 1 quarter.
Squar Milner Financial Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $23K in Q2 2018.
86 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.