American Research & Management Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History

American Research & Management Company’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
2021 Q3	–	Sell	-606	Closed	-$23K	–	378
2021 Q2	$23K	Hold	606	–	–	0.01%	263
2021 Q1	$23K	Hold	606	–	–	0.01%	239
2020 Q4	$18K	Hold	606	–	–	﹤0.01%	266
2020 Q3	$13K	Buy	+606	New	+$13.3K	﹤0.01%	254

Other funds holding BTO

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

RJFSA

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

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

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

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

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

RJA

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

NSAM

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

American Research & Management Company's BTO Position: Q3 2021 in Review

American Research & Management Company sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2021, closing a stake of 606 shares — an estimated $23K sold.

American Research & Management Company first reported a position in BTO in Q3 2020 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2021.

American Research & Management Company reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2021 after selling out during the quarter.
American Research & Management Company sold 606 John Hancock Financial Opportunities Fund shares in Q3 2021, an estimated $23K.
American Research & Management Company first reported a position in John Hancock Financial Opportunities Fund in Q3 2020 and held it in 4 quarters.
American Research & Management Company's John Hancock Financial Opportunities Fund position peaked at $23K in Q2 2021.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2021.

Based on American Research & Management Company's 13F filing for Q3 2021, filed 28 Oct 2021.