Buckingham Strategic Wealth’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Buckingham Strategic Wealth’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	-6,573	Closed	-$239K	–	467
2019 Q4	$239K	Hold	6,573	–	–	0.02%	401
2019 Q3	$211K	Hold	6,573	–	–	0.02%	396
2019 Q2	$212K	Hold	6,573	–	–	0.02%	408
2019 Q1	$210K	Buy	+6,573	New	+$218K	0.03%	382
2018 Q4	–	Sell	-6,573	Closed	-$243K	–	355
2018 Q3	$243K	Hold	6,573	–	–	0.04%	310
2018 Q2	$245K	Hold	6,573	–	–	0.04%	298
2018 Q1	$252K	Buy	+6,573	New	+$259K	0.05%	263

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

Buckingham Strategic Wealth's BTO Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2020, closing a stake of 6,573 shares — an estimated $239K sold.

Buckingham Strategic Wealth first reported a position in BTO in Q1 2018 and held it in 7 quarters. The position peaked at $252K in Q1 2018. 57 funds tracked by Wall St. Rank hold BTO as of Q1 2020.

Buckingham Strategic Wealth reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 6,573 John Hancock Financial Opportunities Fund shares in Q1 2020, an estimated $239K.
Buckingham Strategic Wealth first reported a position in John Hancock Financial Opportunities Fund in Q1 2018 and held it in 7 quarters.
Buckingham Strategic Wealth's John Hancock Financial Opportunities Fund position peaked at $252K in Q1 2018.
57 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.