Bank of Nova Scotia’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Bank of Nova Scotia’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	-5,730	Closed	-$212K	–	847
2018 Q3	$212K	Buy	+5,730	New	+$219K	﹤0.01%	844
2017 Q3	–	Sell	-56,804	Closed	-$2.05M	–	935
2017 Q2	$2.05M	Buy	+56,804	New	+$1.98M	0.01%	623
2016 Q4	–	Sell	-69,383	Closed	-$1.93M	–	825
2016 Q3	$1.93M	Sell	69,383 -7,327	-10%	-$199K	0.01%	319
2016 Q2	$1.97M	Buy	+76,710	New	+$1.94M	0.01%	290

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

Bank of Nova Scotia's BTO Position: Q4 2018 in Review

Bank of Nova Scotia sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2018, closing a stake of 5,730 shares — an estimated $212K sold.

Bank of Nova Scotia first reported a position in BTO in Q2 2016 and held it in 4 quarters. The position peaked at $2.05M in Q2 2017. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2018.

Bank of Nova Scotia reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Bank of Nova Scotia sold 5,730 John Hancock Financial Opportunities Fund shares in Q4 2018, an estimated $212K.
Bank of Nova Scotia first reported a position in John Hancock Financial Opportunities Fund in Q2 2016 and held it in 4 quarters.
Bank of Nova Scotia's John Hancock Financial Opportunities Fund position peaked at $2.05M in Q2 2017.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2018.

Based on Bank of Nova Scotia's 13F filing for Q4 2018, filed 11 Feb 2019.