Back to HTD
Newman Dignan & Sheerar, Inc. → HTD
Newman Dignan & Sheerar, Inc. HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$9.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7M |
| Q4 2025 | $1.5M |
| Q1 2026 | $7.8M |
| Q1 2026 | $1.5M |
| Q2 2026 | $9M |
| Q2 2026 | $1.7M |
| Q3 2026 | $9.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 33.5K | — | — |
| Q3 2026 | $9.3M | 129.5K | — | — |
| Q2 2026 | $1.7M | 34.2K | — | — |
| Q2 2026 | $9M | 119.7K | — | — |
| Q1 2026 | $1.5M | 34.4K | — | — |
| Q1 2026 | $7.8M | 116.6K | — | — |
| Q4 2025 | $1.5M | 34.9K | — | — |
| Q4 2025 | $7M | 106.2K | — | — |
Other funds holding HTD
$285.1M
$225.8M
Other Newman Dignan & Sheerar, Inc. positions
SCHW-PJ
$45.9MSchwab Dow Jones US Large Cap ETF
SCHW-PJ
$45.4MSchwab Dow Jones US Large Cap ETF
SCHW-PJ
$41.4MSchwab Dow Jones US Large Cap ETF
SCHW-PJ
$40MSchwab Dow Jones US Large Cap ETF
SCHW-PJ
$29.8MSchwab Dow Jones US Div Eq ETF
SCHW-PJ
$28.8MSchwab Dow Jones US Div Eq ETF
SCHW-PJ
$28.8MSchwab Dow Jones US Div Eq ETF
SCHW-PJ
$26.2MSchwab Dow Jones US Div Eq ETF