Advisor Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Advisor Group’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$86K	Buy	2,409 +262	+12%	+$8.95K	﹤0.01%	3044
2019 Q3	$68K	Sell	2,147 -483	-18%	-$15.3K	﹤0.01%	3176
2019 Q2	$85K	Buy	2,630 +755	+40%	+$24.6K	﹤0.01%	2983
2019 Q1	$59K	Buy	1,875 +819	+78%	+$27.2K	﹤0.01%	3265
2018 Q4	$30K	Buy	1,056 +447	+73%	+$15K	﹤0.01%	3528
2018 Q3	$22K	Buy	609 +547	+882%	+$20.9K	﹤0.01%	3819
2018 Q2	$2K	Hold	62	–	–	﹤0.01%	4647
2018 Q1	$2K	Hold	62	–	–	﹤0.01%	4669
2017 Q4	$2K	Hold	62	–	–	﹤0.01%	4665
2017 Q3	$2K	Buy	+62	New	+$2.15K	﹤0.01%	4523
2017 Q1	–	Sell	-53	Closed	-$2K	–	4688
2016 Q4	$2K	Buy	+53	New	+$1.67K	﹤0.01%	4201

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Advisor Group's BTO Position: Q4 2019 in Review

Advisor Group increased its John Hancock Financial Opportunities Fund (BTO) stake by 12% in Q4 2019, buying an estimated $8.95K and bringing the position to 2,409 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

Advisor Group first reported a position in BTO in Q4 2016 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold BTO as of Q4 2019.

Advisor Group held 2,409 shares of John Hancock Financial Opportunities Fund worth $86K as of Q4 2019.
Advisor Group bought 262 John Hancock Financial Opportunities Fund shares in Q4 2019, an estimated $8.95K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3044 holding.
Advisor Group first reported a position in John Hancock Financial Opportunities Fund in Q4 2016 and has held it in 11 quarters since.
70 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.