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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 50.9 M +USD 3.4 M +107,817 +8%
Patten & Patten
2
Patten & Patten
Tennessee
USD 11.3 M +USD 95.8 k +3,035 +1%
Wells Fargo
3
Wells Fargo
California
USD 10.1 M +USD 1.03 M +32,587 +13%
Bank of America
4
Bank of America
North Carolina
USD 10 M +USD 952 k +30,165 +12%
North Star Asset Management
5
North Star Asset Management
Wisconsin
USD 6.39 M -USD 379 k -12,025 -6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
USD 5.35 M +USD 2.37 M +75,204 +104%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 4.01 M -USD 66.1 k -2,095 -2%
FC
8
FCA Corp
Texas
USD 3.85 M +USD 11.4 k +360 +0.3%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 2.57 M +USD 585 k +18,542 +35%
UBS Group
10
UBS Group
Switzerland
USD 2.53 M +USD 110 k +3,481 +5%
OCM
11
Orleans Capital Management
Louisiana
USD 2.45 M +USD 4.73 k +150 +0.2%
Lebenthal Asset Management
12
Lebenthal Asset Management
New York
USD 2.42 M -USD 747 k -23,662 -26%
LPL Financial
13
LPL Financial
California
USD 1.41 M -USD 94 k -2,978 -7%
Raymond James Financial Services Advisors
14
Raymond James Financial Services Advisors
Florida
USD 1.38 M +USD 817 k +25,890 +214%
PVWM
15
Point View Wealth Management
New Jersey
USD 1.22 M -USD 26.9 k -851 -2%
Patten Group
16
Patten Group
Tennessee
USD 678 k -USD 23.7 k -750 -4%
CBOR
17
Community Bank of Raymore
Missouri
USD 613 k -USD 31.6 k -1,000 -6%
WEC
18
Winslow Evans & Crocker
Massachusetts
USD 606 k +USD 78.9 k +2,500 +18%
Invesco
19
Invesco
Georgia
USD 571 k -USD 216 k -6,842 -30%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
USD 568 k +USD 166 k +5,247 +50%
Nicolet Bankshares
21
Nicolet Bankshares
Wisconsin
USD 547 k -USD 46.7 k -1,480 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 503 k -USD 30.7 k -972 -7%
Stratos Wealth Partners
23
Stratos Wealth Partners
Ohio
USD 487 k +USD 424 k +13,420 Nuevas
CWM
24
Concert Wealth Management
California
USD 417 k – – –
Wedbush Securities
25
Wedbush Securities
California
USD 379 k +USD 82.8 k +2,623 +33%
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