Stratos Wealth Partners’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Stratos Wealth Partners’s Portfolio HTY Stock Details HTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-31,050	Closed	-$167K	–	1246
2022 Q2	$167K	Buy	31,050 +16,245	+110%	+$96K	﹤0.01%	1102
2022 Q1	$100K	Buy	+14,805	New	+$96.3K	﹤0.01%	1223
2018 Q4	–	Sell	-230	Closed	-$2K	–	2631
2018 Q3	$2K	Buy	+230	New	+$1.9K	﹤0.01%	2755
2018 Q2	–	Sell	-230	Closed	-$2K	–	2718
2018 Q1	$2K	Hold	230	–	–	﹤0.01%	2914
2017 Q4	$2K	Buy	+230	New	+$2.04K	﹤0.01%	2645

Other funds holding HTY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

SFS

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Stratos Wealth Partners's HTY Position: Q3 2022 in Review

Stratos Wealth Partners sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q3 2022, closing a stake of 31,050 shares — an estimated $167K sold.

Stratos Wealth Partners first reported a position in HTY in Q4 2017 and held it in 5 quarters. The position peaked at $167K in Q2 2022. 25 funds tracked by Wall St. Rank hold HTY as of Q3 2022.

Stratos Wealth Partners reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Partners sold 31,050 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q3 2022, an estimated $167K.
Stratos Wealth Partners first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2017 and held it in 5 quarters.
Stratos Wealth Partners's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $167K in Q2 2022.
25 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.