Wealthspire Advisors (Maryland)’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Hold	0	–	–	–	817
2018 Q4	–	Hold	0	–	–	–	849
2018 Q3	–	Hold	0	–	–	–	913
2018 Q2	–	Hold	0	–	–	–	917
2018 Q1	–	Hold	0	–	–	–	947
2017 Q3	–	Hold	0	–	–	–	879
2017 Q2	–	Hold	0	–	–	–	853

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return