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icono de BTO

John Hancock Financial Opportunities Fund
BTO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 18.2 M +USD 207 k +9,271 +1%
Patten & Patten
2
Patten & Patten
Tennessee
USD 8.86 M +USD 30.8 k +1,380 +0.4%
North Star Asset Management
3
North Star Asset Management
Wisconsin
USD 7.22 M -USD 455 k -20,376 -6%
Bank of America
4
Bank of America
North Carolina
USD 6.53 M +USD 1.02 M +45,580 +20%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 2.25 M +USD 85.2 k +3,813 +4%
FCA Corp
6
FCA Corp
Texas
USD 2.08 M +USD 3.37 k +151 +0.2%
Orleans Capital Management
7
Orleans Capital Management
Louisiana
USD 2.01 M -USD 26.8 k -1,201 -1%
Wells Fargo
8
Wells Fargo
California
USD 1.88 M +USD 55.7 k +2,492 +3%
Goldman Sachs
9
Goldman Sachs
New York
USD 1.36 M -USD 310 k -13,860 -19%
HSBC Holdings
10
HSBC Holdings
United Kingdom
USD 1.34 M -USD 201 k -9,000 -14%
Aurora Investment Counsel
11
Aurora Investment Counsel
Georgia
USD 1.24 M -USD 20.4 k -915 -2%
Point View Wealth Management
12
Point View Wealth Management
New Jersey
USD 984 k +USD 934 k +41,782 Nuevas
Wolverine Asset Management
13
Wolverine Asset Management
Illinois
USD 980 k +USD 931 k +41,646 Nuevas
UBS
14
UBS
Switzerland
USD 761 k +USD 212 k +9,478 +42%
Raymond James Financial Services Advisors
15
Raymond James Financial Services Advisors
Florida
USD 686 k – – –
Shaker Financial Services
16
Shaker Financial Services
Virginia
USD 662 k +USD 51.5 k +2,303 +9%
SG Americas Securities
17
SG Americas Securities
New York
USD 583 k +USD 553 k +24,744 Nuevas
Raymond James & Associates
18
Raymond James & Associates
Florida
USD 545 k +USD 198 k +8,882 +62%
LPL Financial
19
LPL Financial
California
USD 529 k +USD 32.9 k +1,471 +7%
Paloma Partners
20
Paloma Partners
Connecticut
USD 497 k +USD 471 k +21,091 Nuevas
CWM
21
Concert Wealth Management
California
USD 277 k +USD 4.31 k +193 +2%
Oppenheimer & Co
22
Oppenheimer & Co
New York
USD 259 k -USD 56.3 k -2,520 -19%
Virtu KCG Holdings
23
Virtu KCG Holdings
New York
USD 259 k +USD 246 k +10,989 Nuevas
Smith Salley Wealth Management
24
Smith Salley Wealth Management
North Carolina
USD 239 k +USD 227 k +10,141 Nuevas
BB&T Securities
25
BB&T Securities
Virginia
USD 238 k +USD 11.5 k +514 +5%
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