Synovus Financial’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Synovus Financial’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
2020 Q3	–	Sell	-1,020	Closed	-$20K	–	1012
2020 Q2	$20K	Sell	1,020 -3,782	-79%	-$71.4K	﹤0.01%	1103
2020 Q1	$84K	Buy	4,802 +3,782	+371%	+$91.8K	﹤0.01%	962
2019 Q4	$28K	Hold	1,020	–	–	﹤0.01%	1053
2019 Q3	$29K	Hold	1,020	–	–	﹤0.01%	1016
2019 Q2	$26K	Hold	1,020	–	–	﹤0.01%	962
2019 Q1	$25K	Hold	1,020	–	–	﹤0.01%	969
2018 Q4	$21K	Sell	1,020 -57,848	-98%	-$1.28M	﹤0.01%	975
2018 Q3	$1.37M	Buy	58,868 +973	+2%	+$22.7K	0.02%	268
2018 Q2	$1.35M	Buy	57,895 +2,627	+5%	+$58.7K	0.02%	270
2018 Q1	$1.2M	Buy	55,268 +3,120	+6%	+$69.4K	0.02%	289
2017 Q4	$1.29M	Buy	52,148 +10,767	+26%	+$275K	0.02%	267
2017 Q3	$1.07M	Buy	41,381 +11,212	+37%	+$287K	0.02%	286
2017 Q2	$771K	Buy	30,169 +29,149	+2,858%	+$741K	0.02%	338
2017 Q1	$25K	Hold	1,020	–	–	﹤0.01%	827
2016 Q4	$24K	Hold	1,020	–	–	﹤0.01%	813
2016 Q3	$25K	Hold	1,020	–	–	﹤0.01%	797
2016 Q2	$25K	Hold	1,020	–	–	﹤0.01%	748
2016 Q1	$23K	Hold	1,020	–	–	﹤0.01%	748
2015 Q4	$21K	Hold	1,020	–	–	﹤0.01%	758
2015 Q3	$20K	Sell	1,020 -1,261	-55%	-$25.1K	﹤0.01%	733
2015 Q2	$45K	Hold	2,281	–	–	﹤0.01%	618
2015 Q1	$49K	Hold	2,281	–	–	﹤0.01%	634
2014 Q4	$51K	Buy	+2,281	New	+$49.2K	﹤0.01%	637

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

RJFSA

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

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

AAM

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

Synovus Financial's HTD Position: Q3 2020 in Review

Synovus Financial sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2020, closing a stake of 1,020 shares — an estimated $20K sold.

Synovus Financial first reported a position in HTD in Q4 2014 and held it in 23 quarters. The position peaked at $1.37M in Q3 2018. 84 funds tracked by Wall St. Rank hold HTD as of Q3 2020.

Synovus Financial reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 1,020 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2020, an estimated $20K.
Synovus Financial first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2014 and held it in 23 quarters.
Synovus Financial's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1.37M in Q3 2018.
84 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.