TCI Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

TCI Wealth Advisors’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
2018 Q4	–	Sell	-280	Closed	-$5K	–	1592
2018 Q3	$5K	Hold	280	–	–	﹤0.01%	803
2018 Q2	$5K	Hold	280	–	–	﹤0.01%	788
2018 Q1	$4K	Sell	280 -18,098	-98%	-$279K	﹤0.01%	792
2017 Q4	$315K	Buy	+18,378	New	+$311K	0.14%	118
2013 Q4	–	Sell	-1,000	Closed	-$12K	–	880
2013 Q3	$12K	Hold	1,000	–	–	0.01%	351
2013 Q2	$13K	Buy	+1,000	New	+$14.1K	0.01%	340

Other funds holding PDT

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

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

TCI Wealth Advisors's PDT Position: Q4 2018 in Review

TCI Wealth Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2018, closing a stake of 280 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in PDT in Q2 2013 and held it in 6 quarters. The position peaked at $315K in Q4 2017. 72 funds tracked by Wall St. Rank hold PDT as of Q4 2018.

TCI Wealth Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 280 John Hancock Premium Dividend Fund shares in Q4 2018, an estimated $5K.
TCI Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q2 2013 and held it in 6 quarters.
TCI Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $315K in Q4 2017.
72 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.