Stifel Financial
PDT

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

Stifel Financial’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
2021
Q1 		– Sell
-10,113
Closed -$143K – 3268
2020
Q4 		$143K Buy
+10,113
New +$137K ﹤0.01% 2896

Other funds holding PDT

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Stifel Financial's PDT Position: Q1 2021 in Review

Stifel Financial sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2021, closing a stake of 10,113 shares — an estimated $143K sold.

Stifel Financial first reported a position in PDT in Q4 2020 and held it in 1 quarter. The position peaked at $143K in Q4 2020. 77 funds tracked by Wall St. Rank hold PDT as of Q1 2021.

  • Stifel Financial reported no remaining John Hancock Premium Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 10,113 John Hancock Premium Dividend Fund shares in Q1 2021, an estimated $143K.
  • Stifel Financial first reported a position in John Hancock Premium Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Stifel Financial's John Hancock Premium Dividend Fund position peaked at $143K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.