WAP
PDT

Wealthcare Advisory Partners’s John Hancock Premium Dividend Fund PDT Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-550
Closed -$7K – 1060
2020
Q1 		$7K Buy
+550
New +$8.86K ﹤0.01% 1016

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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Wealthcare Advisory Partners's PDT Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2020, closing a stake of 550 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in PDT in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 67 funds tracked by Wall St. Rank hold PDT as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining John Hancock Premium Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 550 John Hancock Premium Dividend Fund shares in Q2 2020, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in John Hancock Premium Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's John Hancock Premium Dividend Fund position peaked at $7K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.