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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 21.5 M +USD 1.14 M +49,725 +6%
Patten & Patten
2
Patten & Patten
Tennessee
USD 8.16 M -USD 597 k -26,100 -7%
North Star Asset Management
3
North Star Asset Management
Wisconsin
USD 6.54 M -USD 424 k -18,509 -6%
Bank of America
4
Bank of America
North Carolina
USD 3.87 M -USD 895 k -39,122 -19%
Wells Fargo
5
Wells Fargo
California
USD 3.02 M +USD 250 k +10,914 +9%
FC
6
FCA Corp
Texas
USD 2.48 M +USD 263 k +11,499 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 2.45 M +USD 14.1 k +616 +0.6%
OCM
8
Orleans Capital Management
Louisiana
USD 2.1 M +USD 126 k +5,487 +6%
AIC
9
Aurora Investment Counsel
Georgia
USD 1.49 M +USD 60 k +2,620 +4%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
USD 1.41 M +USD 597 k +26,100 +75%
CA
11
Cornerstone Advisors
North Carolina
USD 1.4 M +USD 944 k +41,231 +215%
Wolverine Asset Management
12
Wolverine Asset Management
Illinois
USD 1.17 M -USD 11.7 k -511 -1%
HSBC Holdings
13
HSBC Holdings
United Kingdom
USD 1.14 M -USD 183 k -8,000 -14%
UBS
14
UBS
Switzerland
USD 1.1 M +USD 268 k +11,693 +32%
Goldman Sachs
15
Goldman Sachs
New York
USD 1.05 M -USD 560 k -24,485 -35%
PVWM
16
Point View Wealth Management
New Jersey
USD 922 k – – –
Stifel Financial
17
Stifel Financial
Missouri
USD 862 k +USD 22.1 k +967 +3%
Raymond James Financial Services Advisors
18
Raymond James Financial Services Advisors
Florida
USD 641 k -USD 32.5 k -1,420 -5%
Smith Salley Wealth Management
19
Smith Salley Wealth Management
North Carolina
USD 597 k +USD 252 k +10,995 +74%
Raymond James & Associates
20
Raymond James & Associates
Florida
USD 595 k +USD 46.1 k +2,016 +9%
LPL Financial
21
LPL Financial
California
USD 504 k +USD 40.9 k +1,786 +9%
MTIM
22
Marathon Trading Investment Management
Pennsylvania
USD 488 k -USD 204 k -8,900 -30%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 326 k – – –
BB&T Securities
24
BB&T Securities
Virginia
USD 323 k +USD 80.5 k +3,518 +34%
SFS
25
Shaker Financial Services
Virginia
USD 297 k -USD 391 k -17,069 -57%
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