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Cooper Financial Group HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$1.5M
Q3 2026
Peak value
$12.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.9M |
| Q4 2025 | $343K |
| Q4 2025 | $2.9M |
| Q1 2026 | $11.1M |
| Q1 2026 | $309K |
| Q1 2026 | $3.1M |
| Q2 2026 | $12.5M |
| Q2 2026 | $3.5M |
| Q3 2026 | $12.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 33.4K | — | — |
| Q3 2026 | $12.3M | 138.6K | — | — |
| Q2 2026 | $3.5M | 79.5K | — | — |
| Q2 2026 | $12.5M | 140.5K | — | — |
| Q1 2026 | $3.1M | 73.7K | — | — |
| Q1 2026 | $309K | 4.6K | — | — |
| Q1 2026 | $11.1M | 141.4K | — | — |
| Q4 2025 | $2.9M | 70.9K | — | — |
| Q4 2025 | $343K | 5.2K | — | — |
| Q4 2025 | $10.9M | 137.0K | — | — |
Other funds holding HTD
$285.1M
$225.8M