Ancora Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Ancora Advisors’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
2020 Q1	–	Sell	-2,900	Closed	-$105K	–	1427
2019 Q4	$105K	Buy	+2,900	New	+$99.1K	﹤0.01%	764
2018 Q4	–	Sell	-5,000	Closed	-$185K	–	687
2018 Q3	$185K	Buy	+5,000	New	+$191K	0.01%	661
2017 Q1	–	Sell	-5,000	Closed	-$181K	–	665
2016 Q4	$181K	Buy	+5,000	New	+$158K	0.01%	569

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ancora Advisors's BTO Position: Q1 2020 in Review

Ancora Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2020, closing a stake of 2,900 shares — an estimated $105K sold.

Ancora Advisors first reported a position in BTO in Q4 2016 and held it in 3 quarters. The position peaked at $185K in Q3 2018. 57 funds tracked by Wall St. Rank hold BTO as of Q1 2020.

Ancora Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Ancora Advisors sold 2,900 John Hancock Financial Opportunities Fund shares in Q1 2020, an estimated $105K.
Ancora Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2016 and held it in 3 quarters.
Ancora Advisors's John Hancock Financial Opportunities Fund position peaked at $185K in Q3 2018.
57 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2020.

Based on Ancora Advisors's 13F filing for Q1 2020, filed 14 May 2020.