Steward Financial Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

Steward Financial 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
2023 Q3	$2K	Buy	+300	New	+$3.18K	﹤0.01%	1027

Other funds holding PDT

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

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

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

PFA

Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Steward Financial Group's PDT Position: Q3 2023 in Review

Steward Financial Group opened a new position in John Hancock Premium Dividend Fund (PDT) in Q3 2023: 300 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

85 funds tracked by Wall St. Rank hold PDT as of Q3 2023.

Steward Financial Group held 300 shares of John Hancock Premium Dividend Fund worth $2K as of Q3 2023.
John Hancock Premium Dividend Fund was a new Steward Financial Group position in Q3 2023.
John Hancock Premium Dividend Fund made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1027 holding.
85 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.