Wealthcare Advisory Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-4,222	Closed	-$99K	–	1132
2021 Q1	$99K	Buy	+4,222	New	+$91K	0.01%	672
2020 Q2	–	Sell	-4,722	Closed	-$83K	–	795
2020 Q1	$83K	Hold	4,722	–	–	0.01%	407
2019 Q4	$129K	Hold	4,722	–	–	0.02%	353
2019 Q3	$134K	Hold	4,722	–	–	0.02%	332
2019 Q2	$120K	Hold	4,722	–	–	0.02%	347
2019 Q1	$117K	Sell	4,722 -100	-2%	-$2.35K	0.02%	312
2018 Q4	$98K	Hold	4,822	–	–	0.02%	312
2018 Q3	$112K	Hold	4,822	–	–	0.02%	316
2018 Q2	$113K	Hold	4,822	–	–	0.02%	304
2018 Q1	$105K	Buy	4,822 +1,495	+45%	+$33.3K	0.02%	267
2017 Q4	$82K	Buy	+3,327	New	+$85.1K	0.02%	293

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthcare Advisory Partners's HTD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2021, closing a stake of 4,222 shares — an estimated $99K sold.

Wealthcare Advisory Partners first reported a position in HTD in Q4 2017 and held it in 11 quarters. The position peaked at $134K in Q3 2019. 87 funds tracked by Wall St. Rank hold HTD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,222 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2021, an estimated $99K.
Wealthcare Advisory Partners first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $134K in Q3 2019.
87 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.