TCI Wealth Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-4,060	Closed	-$86.6K	–	1103
2023 Q1	$86.6K	Hold	4,060	–	–	0.01%	303
2022 Q4	$92.8K	Hold	4,060	–	–	0.01%	279
2022 Q3	$85K	Hold	4,060	–	–	0.01%	268
2022 Q2	$93K	Hold	4,060	–	–	0.01%	261
2022 Q1	$104K	Hold	4,060	–	–	0.02%	255
2021 Q4	$106K	Hold	4,060	–	–	0.02%	256
2021 Q3	$93K	Hold	4,060	–	–	0.01%	300
2021 Q2	$101K	Hold	4,060	–	–	0.02%	276
2021 Q1	$95K	Hold	4,060	–	–	0.04%	247
2020 Q4	$85K	Hold	4,060	–	–	0.04%	247
2020 Q3	$78K	Hold	4,060	–	–	0.03%	243
2020 Q2	$78K	Hold	4,060	–	–	0.03%	242
2020 Q1	$71K	Hold	4,060	–	–	0.04%	251
2019 Q4	$111K	Hold	4,060	–	–	0.04%	243
2019 Q3	$115K	Hold	4,060	–	–	0.05%	194
2019 Q2	$103K	Hold	4,060	–	–	0.05%	205
2019 Q1	$101K	Hold	4,060	–	–	0.04%	235
2018 Q4	$83K	Hold	4,060	–	–	0.04%	247
2018 Q3	$95K	Hold	4,060	–	–	0.04%	245
2018 Q2	$95K	Hold	4,060	–	–	0.04%	232
2018 Q1	$88K	Hold	4,060	–	–	0.04%	242
2017 Q4	$100K	Hold	4,060	–	–	0.04%	231
2017 Q3	$105K	Hold	4,060	–	–	0.05%	200
2017 Q2	$104K	Hold	4,060	–	–	0.05%	195
2017 Q1	$100K	Hold	4,060	–	–	0.05%	210
2016 Q4	$94K	Hold	4,060	–	–	0.05%	233
2016 Q3	$99K	Hold	4,060	–	–	0.05%	208
2016 Q2	$101K	Hold	4,060	–	–	0.06%	202
2016 Q1	$93K	Hold	4,060	–	–	0.05%	215
2015 Q4	$84K	Hold	4,060	–	–	0.05%	231
2015 Q3	$80K	Hold	4,060	–	–	0.05%	224
2015 Q2	$80K	Hold	4,060	–	–	0.05%	216
2015 Q1	$87K	Hold	4,060	–	–	0.05%	186
2014 Q4	$90K	Hold	4,060	–	–	0.06%	190
2014 Q3	$84K	Hold	4,060	–	–	0.05%	187
2014 Q2	$85K	Hold	4,060	–	–	0.05%	194
2014 Q1	$81K	Hold	4,060	–	–	0.05%	188
2013 Q4	$74K	Hold	4,060	–	–	0.05%	200
2013 Q3	$71K	Hold	4,060	–	–	0.05%	181
2013 Q2	$76K	Buy	+4,060	New	+$81.4K	0.06%	177

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TCI Wealth Advisors's HTD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2023, closing a stake of 4,060 shares — an estimated $86.6K sold.

TCI Wealth Advisors first reported a position in HTD in Q2 2013 and held it in 40 quarters. The position peaked at $115K in Q3 2019. 83 funds tracked by Wall St. Rank hold HTD as of Q2 2023.

TCI Wealth Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4,060 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2023, an estimated $86.6K.
TCI Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $115K in Q3 2019.
83 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.