WP
PDT

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

WealthShield 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
2021
Q3 		– Sell
-1,263
Closed -$21K – 579
2021
Q2 		$21K Hold
1,263
– – ﹤0.01% 646
2021
Q1 		$19K Buy
+1,263
New +$17.7K ﹤0.01% 677

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

WealthShield Partners's PDT Position: Q3 2021 in Review

WealthShield Partners sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2021, closing a stake of 1,263 shares — an estimated $21K sold.

WealthShield Partners first reported a position in PDT in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 68 funds tracked by Wall St. Rank hold PDT as of Q3 2021.

  • WealthShield Partners reported no remaining John Hancock Premium Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,263 John Hancock Premium Dividend Fund shares in Q3 2021, an estimated $21K.
  • WealthShield Partners first reported a position in John Hancock Premium Dividend Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's John Hancock Premium Dividend Fund position peaked at $21K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.