WFG Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

WFG Advisors’s Portfolio HTY Stock Details HTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,225	Closed	-$11K	–	1693
2017 Q1	$11K	Hold	1,225	–	–	﹤0.01%	1053
2016 Q4	$12K	Hold	1,225	–	–	﹤0.01%	1069
2016 Q3	$13K	Hold	1,225	–	–	﹤0.01%	1061
2016 Q2	$13K	Hold	1,225	–	–	﹤0.01%	1027
2016 Q1	$13K	Hold	1,225	–	–	﹤0.01%	998
2015 Q4	$13K	Hold	1,225	–	–	﹤0.01%	1021
2015 Q3	$11K	Hold	1,225	–	–	﹤0.01%	1076
2015 Q2	$12K	Hold	1,225	–	–	﹤0.01%	1145
2015 Q1	$15K	Hold	1,225	–	–	﹤0.01%	1086
2014 Q4	$14K	Hold	1,225	–	–	﹤0.01%	1352
2014 Q3	$15K	Hold	1,225	–	–	﹤0.01%	1378
2014 Q2	$16K	Hold	1,225	–	–	﹤0.01%	1357
2014 Q1	$16K	Hold	1,225	–	–	﹤0.01%	1338
2013 Q4	$15K	Hold	1,225	–	–	﹤0.01%	1465
2013 Q3	$14K	Hold	1,225	–	–	﹤0.01%	1416
2013 Q2	$15K	Buy	+1,225	New	+$15.5K	﹤0.01%	1331

Other funds holding HTY

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's HTY Position: Q2 2017 in Review

WFG Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2017, closing a stake of 1,225 shares — an estimated $11K sold.

WFG Advisors first reported a position in HTY in Q2 2013 and held it in 16 quarters. The position peaked at $16K in Q2 2014. 23 funds tracked by Wall St. Rank hold HTY as of Q2 2017.

WFG Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 1,225 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2017, an estimated $11K.
WFG Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q2 2013 and held it in 16 quarters.
WFG Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $16K in Q2 2014.
23 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.