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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 21.2 M +USD 2.53 M +109,176 +14%
Patten & Patten
2
Patten & Patten
Tennessee
USD 9.11 M +USD 54.4 k +2,350 +0.6%
North Star Asset Management
3
North Star Asset Management
Wisconsin
USD 7.24 M -USD 133 k -5,725 -2%
Bank of America
4
Bank of America
North Carolina
USD 4.97 M -USD 1.64 M -70,729 -26%
Wells Fargo
5
Wells Fargo
California
USD 2.87 M +USD 914 k +39,473 +49%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 2.54 M +USD 224 k +9,697 +10%
FCA Corp
7
FCA Corp
Texas
USD 2.3 M +USD 161 k +6,970 +8%
Orleans Capital Management
8
Orleans Capital Management
Louisiana
USD 2.05 M +USD 486 +21 +0%
Goldman Sachs
9
Goldman Sachs
New York
USD 1.68 M +USD 274 k +11,842 +20%
Aurora Investment Counsel
10
Aurora Investment Counsel
Georgia
USD 1.48 M +USD 213 k +9,200 +18%
HSBC Holdings
11
HSBC Holdings
United Kingdom
USD 1.38 M – – –
Wolverine Asset Management
12
Wolverine Asset Management
Illinois
USD 1.23 M +USD 218 k +9,425 +23%
Point View Wealth Management
13
Point View Wealth Management
New Jersey
USD 959 k -USD 45.3 k -1,956 -5%
Stifel Financial
14
Stifel Financial
Missouri
USD 873 k +USD 840 k +36,278 Nuevas
UBS
15
UBS
Switzerland
USD 867 k +USD 85.8 k +3,709 +11%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
USD 791 k +USD 808 k +34,904 Nuevas
Marathon Trading Investment Management
17
Marathon Trading Investment Management
Pennsylvania
USD 722 k +USD 694 k +30,000 Nuevas
Shaker Financial Services
18
Shaker Financial Services
Virginia
USD 720 k +USD 41.8 k +1,807 +6%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 701 k – – –
Raymond James & Associates
20
Raymond James & Associates
Florida
USD 570 k +USD 12.6 k +543 +2%
Doliver Advisors
21
Doliver Advisors
Texas
USD 558 k +USD 537 k +23,185 Nuevas
LPL Financial
22
LPL Financial
California
USD 481 k -USD 57.3 k -2,474 -11%
CA
23
Cornerstone Advisors
North Carolina
USD 462 k +USD 445 k +19,207 Nuevas
Smith Salley Wealth Management
24
Smith Salley Wealth Management
North Carolina
USD 356 k +USD 108 k +4,666 +46%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 339 k +USD 326 k +14,072 Nuevas
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