BFEC
BTO

Benjamin F. Edwards & Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Benjamin F. Edwards & 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
2024
Q1 		– Sell
-50
Closed -$2K – 2123
2023
Q4 		$2K Buy
+50
New +$1.35K ﹤0.01% 1977
2023
Q2 		– Sell
-50
Closed -$2K – 1761
2023
Q1 		$2K Hold
50
– – ﹤0.01% 1665
2022
Q4 		$2K Hold
50
– – ﹤0.01% 1709
2022
Q3 		$2K Hold
50
– – ﹤0.01% 1694
2022
Q2 		$2K Hold
50
– – ﹤0.01% 1668
2022
Q1 		$2K Sell
50
-429
-90% -$19.1K ﹤0.01% 1644
2021
Q4 		$22K Hold
479
– – ﹤0.01% 1218
2021
Q3 		$20K Hold
479
– – ﹤0.01% 1228
2021
Q2 		$18K Sell
479
-400
-46% -$15.8K ﹤0.01% 1244
2021
Q1 		$34K Sell
879
-321
-27% -$11.2K ﹤0.01% 1091
2020
Q4 		$36K Hold
1,200
– – ﹤0.01% 1043
2020
Q3 		$26K Hold
1,200
– – ﹤0.01% 1051
2020
Q2 		$28K Buy
1,200
+357
+42% +$7.7K ﹤0.01% 1018
2020
Q1 		$15K Sell
843
-322
-28% -$9.55K ﹤0.01% 1150
2019
Q4 		$42K Buy
1,165
+305
+35% +$10.4K ﹤0.01% 1012
2019
Q3 		$28K Hold
860
– – ﹤0.01% 1089
2019
Q2 		$28K Hold
860
– – ﹤0.01% 1080
2019
Q1 		$27K Buy
860
+529
+160% +$17.6K ﹤0.01% 1041
2018
Q4 		$9K Buy
+331
New +$11.1K ﹤0.01% 1307

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Benjamin F. Edwards & Company's BTO Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2024, closing a stake of 50 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in BTO in Q4 2018 and held it in 19 quarters. The position peaked at $42K in Q4 2019. 69 funds tracked by Wall St. Rank hold BTO as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 50 John Hancock Financial Opportunities Fund shares in Q1 2024, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in John Hancock Financial Opportunities Fund in Q4 2018 and held it in 19 quarters.
  • Benjamin F. Edwards & Company's John Hancock Financial Opportunities Fund position peaked at $42K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.