TWA
HTY

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

TCI Wealth Advisors’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
2018
Q2 		– Sell
-6,075
Closed -$54K – 1628
2018
Q1 		$54K Buy
6,075
+3,075
+103% +$28.3K 0.03% 319
2017
Q4 		$26K Buy
+3,000
New +$26.7K 0.01% 452

Other funds holding HTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TCI Wealth Advisors's HTY Position: Q2 2018 in Review

TCI Wealth Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2018, closing a stake of 6,075 shares — an estimated $54K sold.

TCI Wealth Advisors first reported a position in HTY in Q4 2017 and held it in 2 quarters. The position peaked at $54K in Q1 2018. 17 funds tracked by Wall St. Rank hold HTY as of Q2 2018.

  • TCI Wealth Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 6,075 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2018, an estimated $54K.
  • TCI Wealth Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2017 and held it in 2 quarters.
  • TCI Wealth Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $54K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2018.

Based on TCI Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.