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

Arlington Financial 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
2018 Q4	–	Sell	-49,611	Closed	-$1.77M	–	79
2018 Q3	$1.77M	Sell	49,611 -2,274	-4%	-$86.9K	1.06%	31
2018 Q2	$2M	Buy	51,885 +4,100	+9%	+$159K	1.16%	28
2018 Q1	$1.84M	Sell	47,785 -67	-0.1%	-$2.64K	1.21%	25
2017 Q4	$1.93M	Buy	+47,852	New	+$1.79M	0.91%	29

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

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

NSAM

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

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

Arlington Financial Advisors's BTO Position: Q4 2018 in Review

Arlington Financial Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2018, closing a stake of 49,611 shares — an estimated $1.77M sold.

Arlington Financial Advisors first reported a position in BTO in Q4 2017 and held it in 4 quarters. The position peaked at $2M in Q2 2018. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2018.

Arlington Financial Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Arlington Financial Advisors sold 49,611 John Hancock Financial Opportunities Fund shares in Q4 2018, an estimated $1.77M.
Arlington Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 4 quarters.
Arlington Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $2M in Q2 2018.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2018.

Based on Arlington Financial Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.