BTS
BTO

BB&T Securities’s John Hancock Financial Opportunities Fund BTO Stock Holding History

BB&T Securities’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
Q3 		$585K Buy
18,101
+88
+0.5% +$2.79K 0.01% 1031
2019
Q2 		$580K Buy
18,013
+1,348
+8% +$43.9K 0.01% 1036
2019
Q1 		$531K Buy
16,665
+3,366
+25% +$112K 0.01% 1047
2018
Q4 		$371K Buy
13,299
+897
+7% +$30.1K ﹤0.01% 1097
2018
Q3 		$458K Sell
12,402
-880
-7% -$33.6K ﹤0.01% 1121
2018
Q2 		$494K Sell
13,282
-208
-2% -$8.06K 0.01% 1088
2018
Q1 		$517K Buy
13,490
+664
+5% +$26.1K 0.01% 1006
2017
Q4 		$504K Buy
12,826
+125
+1% +$4.67K 0.01% 991
2017
Q3 		$473K Buy
12,701
+1,713
+16% +$59.5K 0.01% 989
2017
Q2 		$395K Buy
10,988
+1,732
+19% +$60.4K 0.01% 1053
2017
Q1 		$314K Sell
9,256
-3,121
-25% -$112K ﹤0.01% 1035
2016
Q4 		$343K Hold
12,377
– – 0.01% 966
2016
Q3 		$343K Sell
12,377
-790
-6% -$21.4K 0.01% 967
2016
Q2 		$337K Sell
13,167
-864
-6% -$21.8K 0.01% 940
2016
Q1 		$340K Buy
14,031
+14
+0.1% +$323 0.01% 901
2015
Q4 		$392K Sell
14,017
-2,989
-18% -$81.3K 0.01% 814
2015
Q3 		$430K Sell
17,006
-787
-4% -$21.3K 0.01% 746
2015
Q2 		$483K Buy
17,793
+1,010
+6% +$25.2K 0.01% 757
2015
Q1 		$393K Buy
16,783
+310
+2% +$7.02K 0.01% 800
2014
Q4 		$388K Buy
16,473
+511
+3% +$11.6K 0.01% 801
2014
Q3 		$355K Buy
15,962
+2,019
+14% +$45.8K 0.01% 803
2014
Q2 		$323K Buy
13,943
+3,518
+34% +$80.5K 0.01% 799
2014
Q1 		$251K Buy
10,425
+317
+3% +$7.34K 0.01% 798
2013
Q4 		$238K Buy
10,108
+514
+5% +$11.5K 0.01% 782
2013
Q3 		$206K Sell
9,594
-685
-7% -$15.5K 0.01% 763
2013
Q2 		$220K Buy
+10,279
New +$215K 0.01% 717

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BB&T Securities's BTO Position: Q3 2019 in Review

BB&T Securities increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.49% in Q3 2019, buying an estimated $2.79K and bringing the position to 18,101 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #1031.

BB&T Securities first reported a position in BTO in Q2 2013 and has held it in 26 quarters since. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2019.

  • BB&T Securities held 18,101 shares of John Hancock Financial Opportunities Fund worth $585K as of Q3 2019.
  • BB&T Securities bought 88 John Hancock Financial Opportunities Fund shares in Q3 2019, an estimated $2.79K.
  • John Hancock Financial Opportunities Fund made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #1031 holding.
  • BB&T Securities first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 26 quarters since.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.