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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 36 M +USD 2.6 M +95,976 +8%
Patten & Patten
2
Patten & Patten
Tennessee
USD 8.58 M +USD 84.1 k +3,100 +1%
Wells Fargo
3
Wells Fargo
California
USD 6.85 M +USD 335 k +12,358 +5%
Bank of America
4
Bank of America
North Carolina
USD 6.78 M +USD 550 k +20,302 +9%
North Star Asset Management
5
North Star Asset Management
Wisconsin
USD 5.23 M -USD 212 k -7,825 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 3.12 M -USD 338 k -12,452 -10%
FC
7
FCA Corp
Texas
USD 2.94 M -USD 18.4 k -677 -0.6%
Lebenthal Asset Management
8
Lebenthal Asset Management
New York
USD 2.51 M -USD 4.23 k -156 -0.2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
USD 2.01 M -USD 1.06 M -39,069 -35%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
USD 1.93 M -USD 199 k -7,327 -10%
OCM
11
Orleans Capital Management
Louisiana
USD 1.87 M -USD 5.42 k -200 -0.3%
UBS Group
12
UBS Group
Switzerland
USD 1.84 M +USD 358 k +13,191 +25%
Baird Financial Group
13
Baird Financial Group
Wisconsin
USD 1.46 M – – –
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 1.45 M -USD 170 k -6,284 -11%
LPL Financial
15
LPL Financial
California
USD 1.15 M +USD 520 k +19,186 +84%
PVWM
16
Point View Wealth Management
New Jersey
USD 956 k -USD 6.21 k -229 -0.7%
Invesco
17
Invesco
Georgia
USD 627 k -USD 715 k -26,388 -54%
Patten Group
18
Patten Group
Tennessee
USD 520 k -USD 4.07 k -150 -0.8%
CBOR
19
Community Bank of Raymore
Missouri
USD 497 k – – –
Nicolet Bankshares
20
Nicolet Bankshares
Wisconsin
USD 460 k -USD 4.07 k -150 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 412 k +USD 3.36 k +124 +0.8%
USCA RIA
22
USCA RIA
Texas
USD 409 k – – –
WEC
23
Winslow Evans & Crocker
Massachusetts
USD 394 k +USD 10.8 k +400 +3%
BB&T Securities
24
BB&T Securities
Virginia
USD 343 k -USD 21.4 k -790 -6%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 335 k +USD 51.8 k +1,912 +19%
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