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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 36.9 M +USD 8.5 M +340,966 +34%
Patten & Patten
2
Patten & Patten
Tennessee
USD 8.93 M -USD 91.4 k -3,665 -1%
North Star Asset Management
3
North Star Asset Management
Wisconsin
USD 6.27 M -USD 463 k -18,552 -7%
Bank of America
4
Bank of America
North Carolina
USD 5.65 M +USD 523 k +20,984 +11%
Wells Fargo
5
Wells Fargo
California
USD 4.9 M +USD 704 k +28,226 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 3.12 M +USD 99.2 k +3,977 +4%
FC
7
FCA Corp
Texas
USD 3.08 M -USD 26.9 k -1,077 -0.9%
Lebenthal Holdings
8
Lebenthal Holdings
New York
USD 2.35 M -USD 444 k -17,819 -17%
Invesco
9
Invesco
Georgia
USD 1.93 M +USD 94.1 k +3,773 +6%
OCM
10
Orleans Capital Management
Louisiana
USD 1.92 M -USD 53 k -2,126 -3%
UBS Group
11
UBS Group
Switzerland
USD 1.53 M -USD 67.4 k -2,704 -5%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 1.43 M +USD 503 k +20,167 +62%
CA
13
Cornerstone Advisors
North Carolina
USD 1.12 M -USD 2.08 M -83,553 -67%
PVWM
14
Point View Wealth Management
New Jersey
USD 1.05 M -USD 8.8 k -353 -0.9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
USD 1.02 M -USD 20.4 k -818 -2%
LPL Financial
16
LPL Financial
California
USD 981 k +USD 11.9 k +476 +1%
HSBC Holdings
17
HSBC Holdings
United Kingdom
USD 928 k – – –
Patten Group
18
Patten Group
Tennessee
USD 628 k -USD 39.9 k -1,600 -6%
JP Morgan Chase
19
JP Morgan Chase
New York
USD 490 k -USD 155 k -6,200 -26%
BB&T Securities
20
BB&T Securities
Virginia
USD 483 k +USD 25.2 k +1,010 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 482 k +USD 15.2 k +609 +4%
CBOR
22
Community Bank of Raymore
Missouri
USD 458 k – – –
CWM
23
Concert Wealth Management
California
USD 316 k – – –
Virtu KCG Holdings
24
Virtu KCG Holdings
New York
USD 276 k +USD 253 k +10,153 Nuevas
JP Morgan Private Wealth Advisors
25
JP Morgan Private Wealth Advisors
California
USD 263 k +USD 241 k +9,683 Nuevas
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