WWM
PDT

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

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SPIA
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.