WA
HTD

WFG Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

WFG Advisors’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
2014
Q2 		– Sell
-195
Closed -$4K – 2018
2014
Q1 		$4K Sell
195
-650
-77% -$12.3K ﹤0.01% 1670
2013
Q4 		$15K Hold
845
– – ﹤0.01% 1455
2013
Q3 		$15K Hold
845
– – ﹤0.01% 1371
2013
Q2 		$16K Buy
+845
New +$16.9K ﹤0.01% 1291

Other funds holding HTD

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's HTD Position: Q2 2014 in Review

WFG Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2014, closing a stake of 195 shares — an estimated $4K sold.

WFG Advisors first reported a position in HTD in Q2 2013 and held it in 4 quarters. The position peaked at $16K in Q2 2013. 57 funds tracked by Wall St. Rank hold HTD as of Q2 2014.

  • WFG Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 195 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2014, an estimated $4K.
  • WFG Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $16K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.