WT Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

WT Wealth Management’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
2020 Q4	–	Sell	-11,625	Closed	-$144K	–	115
2020 Q3	$144K	Sell	11,625 -2,245	-16%	-$29.6K	0.1%	105
2020 Q2	$184K	Buy	13,870 +1,255	+10%	+$16.2K	0.15%	86
2020 Q1	$153K	Sell	12,615 -16,615	-57%	-$268K	0.16%	65
2019 Q4	$528K	Buy	29,230 +4,490	+18%	+$78.5K	0.4%	47
2019 Q3	$448K	Buy	+24,740	New	+$429K	0.39%	50

Other funds holding PDT

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAM

MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

WT Wealth Management's PDT Position: Q4 2020 in Review

WT Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2020, closing a stake of 11,625 shares — an estimated $144K sold.

WT Wealth Management first reported a position in PDT in Q3 2019 and held it in 5 quarters. The position peaked at $528K in Q4 2019. 82 funds tracked by Wall St. Rank hold PDT as of Q4 2020.

WT Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q4 2020 after selling out during the quarter.
WT Wealth Management sold 11,625 John Hancock Premium Dividend Fund shares in Q4 2020, an estimated $144K.
WT Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q3 2019 and held it in 5 quarters.
WT Wealth Management's John Hancock Premium Dividend Fund position peaked at $528K in Q4 2019.
82 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2020.

Based on WT Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.