Valeo Financial Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-481	Closed	-$7K	–	1431
2021 Q1	$7K	Buy	481 +10	+2%	+$140	﹤0.01%	1466
2020 Q4	$7K	Buy	471 +11	+2%	+$149	﹤0.01%	1289
2020 Q3	$6K	Hold	460	–	–	﹤0.01%	1219
2020 Q2	$6K	Hold	460	–	–	﹤0.01%	1468
2020 Q1	$6K	Hold	460	–	–	﹤0.01%	1262
2019 Q4	$8K	Hold	460	–	–	﹤0.01%	1172
2019 Q3	$8K	Hold	460	–	–	﹤0.01%	1090
2019 Q2	$8K	Hold	460	–	–	﹤0.01%	1086
2019 Q1	$8K	Hold	460	–	–	﹤0.01%	1034
2018 Q4	$6K	Sell	460 -390	-46%	-$5.98K	﹤0.01%	1027
2018 Q3	$13K	Hold	850	–	–	﹤0.01%	894
2018 Q2	$14K	Hold	850	–	–	﹤0.01%	868
2018 Q1	$13K	Buy	+850	New	+$13.1K	﹤0.01%	860

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

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

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

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

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

SWP

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Valeo Financial Advisors's PDT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2021, closing a stake of 481 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in PDT in Q1 2018 and held it in 13 quarters. The position peaked at $14K in Q2 2018. 71 funds tracked by Wall St. Rank hold PDT as of Q2 2021.

Valeo Financial Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 481 John Hancock Premium Dividend Fund shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in John Hancock Premium Dividend Fund in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's John Hancock Premium Dividend Fund position peaked at $14K in Q2 2018.
71 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.