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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 29 M -USD 7.78 M -336,981 -22%
Wells Fargo
2
Wells Fargo
California
USD 8.66 M -USD 387 k -16,766 -4%
Patten & Patten
3
Patten & Patten
Tennessee
USD 7.55 M -USD 124 k -5,365 -2%
Bank of America
4
Bank of America
North Carolina
USD 5.69 M +USD 181 k +7,839 +3%
North Star Asset Management
5
North Star Asset Management
Wisconsin
USD 5.3 M -USD 158 k -6,826 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 3.32 M -USD 18.5 k -800 -0.6%
FC
7
FCA Corp
Texas
USD 2.88 M +USD 207 k +8,955 +8%
DA
8
Doliver Advisors
Texas
USD 2.1 M +USD 2 M +86,431 Nuevas
OCM
9
Orleans Capital Management
Louisiana
USD 1.63 M -USD 34.3 k -1,486 -2%
UBS Group
10
UBS Group
Switzerland
USD 1.43 M -USD 2.52 k -109 -0.2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
USD 1.28 M – – –
Invesco
12
Invesco
Georgia
USD 1.26 M -USD 141 k -6,093 -10%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
USD 1.22 M +USD 252 k +10,933 +28%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 1.09 M -USD 148 k -6,398 -12%
LPL Financial
15
LPL Financial
California
USD 1.05 M +USD 110 k +4,744 +12%
PVWM
16
Point View Wealth Management
New Jersey
USD 842 k – – –
Patten Group
17
Patten Group
Tennessee
USD 546 k -USD 13.9 k -600 -3%
Wolverine Asset Management
18
Wolverine Asset Management
Illinois
USD 492 k +USD 468 k +20,269 Nuevas
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 477 k -USD 23.1 k -999 -5%
CBOR
20
Community Bank of Raymore
Missouri
USD 433 k – – –
Nicolet Bankshares
21
Nicolet Bankshares
Wisconsin
USD 411 k – – –
BB&T Securities
22
BB&T Securities
Virginia
USD 340 k +USD 323 +14 +0.1%
JP Morgan Private Wealth Advisors
23
JP Morgan Private Wealth Advisors
California
USD 315 k +USD 44.7 k +1,936 +18%
CWM
24
Concert Wealth Management
California
USD 278 k -USD 2.19 k -95 -0.8%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 272 k -USD 871 k -37,718 -77%
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