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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 23.7 M +USD 1.65 M +72,673 +8%
Patten & Patten
2
Patten & Patten
Tennessee
USD 7.77 M -USD 249 k -11,000 -3%
North Star Asset Management
3
North Star Asset Management
Wisconsin
USD 5.83 M -USD 254 k -11,225 -4%
Bank of America
4
Bank of America
North Carolina
USD 4.37 M -USD 193 k -8,515 -4%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
USD 3.71 M – – –
Wells Fargo
6
Wells Fargo
California
USD 3.56 M +USD 53.5 k +2,361 +2%
CA
7
Cornerstone Advisors
North Carolina
USD 2.92 M +USD 404 k +17,837 +17%
FCA Corp
8
FCA Corp
Texas
USD 2.68 M +USD 124 k +5,494 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 2.6 M +USD 259 k +11,454 +12%
Lebenthal Holdings
10
Lebenthal Holdings
New York
USD 2.44 M +USD 2.36 M +104,255 Nuevas
Karpus Investment Management
11
Karpus Investment Management
New York
USD 2.39 M +USD 254 k +11,200 +12%
Orleans Capital Management
12
Orleans Capital Management
Louisiana
USD 1.7 M -USD 152 k -6,701 -8%
Invesco
13
Invesco
Georgia
USD 1.57 M +USD 195 k +8,600 +15%
UBS Group
14
UBS Group
Switzerland
USD 1.38 M +USD 112 k +4,936 +9%
Clough Capital Partners
15
Clough Capital Partners
Massachusetts
USD 1.36 M +USD 1.32 M +58,100 Nuevas
City of London Investment Management
16
City of London Investment Management
United Kingdom
USD 1.22 M +USD 286 k +12,625 +32%
Smith Salley Wealth Management
17
Smith Salley Wealth Management
North Carolina
USD 1.11 M +USD 86 k +3,798 +9%
Point View Wealth Management
18
Point View Wealth Management
New Jersey
USD 914 k – – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
USD 901 k +USD 872 k +38,491 Nuevas
LPL Financial
20
LPL Financial
California
USD 826 k +USD 176 k +7,780 +28%
HSBC Holdings
21
HSBC Holdings
United Kingdom
USD 798 k – – –
Raymond James & Associates
22
Raymond James & Associates
Florida
USD 760 k +USD 60.6 k +2,676 +9%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
USD 647 k – – –
Patten Group
24
Patten Group
Tennessee
USD 578 k -USD 110 k -4,850 -16%
JP Morgan Chase
25
JP Morgan Chase
New York
USD 567 k -USD 384 k -16,969 -41%
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