WB
PDT

West Bancorporation’s John Hancock Premium Dividend Fund PDT Stock Holding History

West Bancorporation’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
2022
Q4 		– Sell
-2,000
Closed -$27K – 197
2022
Q3 		$27K Hold
2,000
– – 0.02% 184
2022
Q2 		$28K Hold
2,000
– – 0.02% 192
2022
Q1 		$33K Hold
2,000
– – 0.02% 205
2021
Q4 		$33K Buy
+2,000
New +$34.2K 0.03% 195

Other funds holding PDT

BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
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
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

West Bancorporation's PDT Position: Q4 2022 in Review

West Bancorporation sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2022, closing a stake of 2,000 shares — an estimated $27K sold.

West Bancorporation first reported a position in PDT in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q1 2022. 81 funds tracked by Wall St. Rank hold PDT as of Q4 2022.

  • West Bancorporation reported no remaining John Hancock Premium Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • West Bancorporation sold 2,000 John Hancock Premium Dividend Fund shares in Q4 2022, an estimated $27K.
  • West Bancorporation first reported a position in John Hancock Premium Dividend Fund in Q4 2021 and held it in 4 quarters.
  • West Bancorporation's John Hancock Premium Dividend Fund position peaked at $33K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2022.

Based on West Bancorporation's 13F filing for Q4 2022, filed 30 Jan 2023.