WPA
PDT

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

West Paces Advisors’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
-950
Closed -$12.9K – 549
2022
Q3 		$12.9K Hold
950
– – ﹤0.01% 323
2022
Q2 		$13.3K Hold
950
– – ﹤0.01% 337
2022
Q1 		$15.6K Sell
950
-950
-50% -$15.2K ﹤0.01% 337
2021
Q4 		$31.7K Buy
1,900
+950
+100% +$16.3K 0.01% 265
2021
Q3 		$15.8K Buy
+950
New +$16K 0.01% 314

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 Paces Advisors's PDT Position: Q4 2022 in Review

West Paces Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2022, closing a stake of 950 shares — an estimated $12.9K sold.

West Paces Advisors first reported a position in PDT in Q3 2021 and held it in 5 quarters. The position peaked at $31.7K in Q4 2021. 81 funds tracked by Wall St. Rank hold PDT as of Q4 2022.

  • West Paces Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • West Paces Advisors sold 950 John Hancock Premium Dividend Fund shares in Q4 2022, an estimated $12.9K.
  • West Paces Advisors first reported a position in John Hancock Premium Dividend Fund in Q3 2021 and held it in 5 quarters.
  • West Paces Advisors's John Hancock Premium Dividend Fund position peaked at $31.7K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2022.

Based on West Paces Advisors's 13F filing for Q4 2022, filed 18 Dec 2023.