WA
PDT

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

WFG 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
2017
Q2 		$129K Sell
7,680
-546
-7% -$8.99K 0.03% 474
2017
Q1 		$131K Sell
8,226
-2,108
-20% -$33.3K 0.03% 422
2016
Q4 		$162K Sell
10,334
-8
-0.1% -$118 0.04% 424
2016
Q3 		$170K Buy
10,342
+2,590
+33% +$44.1K 0.04% 405
2016
Q2 		$131K Buy
7,752
+183
+2% +$2.89K 0.03% 436
2016
Q1 		$114K Sell
7,569
-604
-7% -$8.48K 0.03% 443
2015
Q4 		$112K Buy
8,173
+4,384
+116% +$58.5K 0.03% 437
2015
Q3 		$48K Buy
3,789
+7
+0.2% +$92 0.02% 656
2015
Q2 		$50K Buy
3,782
+362
+11% +$4.99K 0.01% 726
2015
Q1 		$48K Buy
3,420
+895
+35% +$12.6K 0.01% 745
2014
Q4 		$35K Sell
2,525
-1,096
-30% -$14.9K 0.01% 1019
2014
Q3 		$48K Buy
3,621
+31
+0.9% +$412 0.01% 937
2014
Q2 		$49K Buy
3,590
+31
+0.9% +$411 0.01% 926
2014
Q1 		$46K Buy
3,559
+32
+0.9% +$394 0.01% 941
2013
Q4 		$41K Sell
3,527
-4,122
-54% -$49.3K 0.01% 1078
2013
Q3 		$92K Sell
7,649
-2,259
-23% -$28.4K 0.01% 723
2013
Q2 		$131K Buy
+9,908
New +$140K 0.02% 579

Other funds holding PDT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WFG Advisors's PDT Position: Q2 2017 in Review

WFG Advisors reduced its John Hancock Premium Dividend Fund (PDT) stake by 6.6% in Q2 2017, selling an estimated $8.99K and leaving 7,680 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #474.

WFG Advisors first reported a position in PDT in Q2 2013 and has held it in 17 quarters since. The position peaked at $170K in Q3 2016. 59 funds tracked by Wall St. Rank hold PDT as of Q2 2017.

  • WFG Advisors held 7,680 shares of John Hancock Premium Dividend Fund worth $129K as of Q2 2017.
  • WFG Advisors sold 546 John Hancock Premium Dividend Fund shares in Q2 2017, an estimated $8.99K.
  • John Hancock Premium Dividend Fund made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #474 holding.
  • WFG Advisors first reported a position in John Hancock Premium Dividend Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's John Hancock Premium Dividend Fund position peaked at $170K in Q3 2016.
  • 59 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2017.

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