¡Ya estamos en ! Descubre más
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 37.5 M +USD 3.38 M +125,093 +9%
Wells Fargo
2
Wells Fargo
California
USD 11.3 M +USD 7.21 M +266,564 +148%
Patten & Patten
3
Patten & Patten
Tennessee
USD 8.15 M -USD 170 k -6,288 -2%
Bank of America
4
Bank of America
North Carolina
USD 5.84 M +USD 625 k +23,103 +11%
North Star Asset Management
5
North Star Asset Management
Wisconsin
USD 5.8 M -USD 41.2 k -1,525 -0.7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 3.6 M +USD 743 k +27,487 +24%
FCA Corp
7
FCA Corp
Texas
USD 2.88 M +USD 15.3 k +567 +0.5%
Orleans Capital Management
8
Orleans Capital Management
Louisiana
USD 1.74 M -USD 43.8 k -1,622 -2%
Invesco
9
Invesco
Georgia
USD 1.66 M -USD 145 k -5,381 -8%
UBS Group
10
UBS Group
Switzerland
USD 1.36 M -USD 60.7 k -2,246 -4%
CA
11
Cornerstone Advisors
North Carolina
USD 1.04 M – – –
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 987 k -USD 368 k -13,632 -26%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
USD 985 k +USD 34.5 k +1,275 +3%
Point View Wealth Management
14
Point View Wealth Management
New Jersey
USD 879 k -USD 108 k -3,995 -10%
HSBC Holdings
15
HSBC Holdings
United Kingdom
USD 863 k – – –
Patten Group
16
Patten Group
Tennessee
USD 584 k – – –
LPL Financial
17
LPL Financial
California
USD 534 k -USD 384 k -14,214 -40%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 484 k +USD 38.1 k +1,409 +8%
Community Bank of Raymore
19
Community Bank of Raymore
Missouri
USD 451 k +USD 27 k +1,000 +6%
Doliver Advisors
20
Doliver Advisors
Texas
USD 434 k +USD 464 k +17,158 Nuevas
BB&T Securities
21
BB&T Securities
Virginia
USD 430 k -USD 21.3 k -787 -4%
CWM
22
Concert Wealth Management
California
USD 293 k – – –
JP Morgan Private Wealth Advisors
23
JP Morgan Private Wealth Advisors
California
USD 263 k +USD 19.5 k +720 +7%
Ladenburg Thalmann Financial Services
24
Ladenburg Thalmann Financial Services
Florida
USD 228 k +USD 101 k +3,745 +69%
Parametric Portfolio Associates
25
Parametric Portfolio Associates
Washington
USD 224 k -USD 7.7 k -285 -3%
1
2 3