HTD HANCOCK JOHN TAX-ADVANTAGED

Ownership history in MRA Advisory Group  ·  21 quarters on record

This page tracks every 13F SEC filing in which MRA Advisory Group reported a position in HANCOCK JOHN TAX-ADVANTAGED (HTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2021 Q1)
Avg. % of fund
0.46%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,884 -261 -0.9% 0.28% $660K $23.21
2025 Q3 REDUCED 28,145 -63 -0.2% 0.30% $698K $23.86
2025 Q2 REDUCED 28,208 -565 -2.0% 0.31% $660K $22.07
2025 Q1 REDUCED 28,773 -417 -1.4% 0.37% $689K $22.17
2024 Q4 REDUCED 29,190 -574 -1.9% 0.34% $643K $20.03
2024 Q3 REDUCED 29,764 -774 -2.5% 0.38% $691K $20.74
2024 Q2 REDUCED 30,538 -387 -1.3% 0.35% $617K $17.71
2024 Q1 ADDED 30,925 +249 +0.8% 0.36% $608K $16.87
2023 Q4 ADDED 30,676 +258 +0.8% 0.38% $582K $15.94
2023 Q3 ADDED 30,418 +235 +0.8% 0.39% $540K $14.57
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HTD price (monthly, adj. close)
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