C-J Advisory’s John Hancock Financial Opportunities Fund BTO Stock Holding History

C-J Advisory’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 Q2	–	Sell	-865	Closed	-$28K	–	172
2019 Q1	$28K	Buy	+865	New	+$28.8K	0.02%	85

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

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

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

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

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

C-J Advisory's BTO Position: Q2 2019 in Review

C-J Advisory sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2019, closing a stake of 865 shares — an estimated $28K sold.

C-J Advisory first reported a position in BTO in Q1 2019 and held it in 1 quarter. The position peaked at $28K in Q1 2019. 71 funds tracked by Wall St. Rank hold BTO as of Q2 2019.

C-J Advisory reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2019 after selling out during the quarter.
C-J Advisory sold 865 John Hancock Financial Opportunities Fund shares in Q2 2019, an estimated $28K.
C-J Advisory first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and held it in 1 quarter.
C-J Advisory's John Hancock Financial Opportunities Fund position peaked at $28K in Q1 2019.
71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2019.

Based on C-J Advisory's 13F filing for Q2 2019, filed 3 Jul 2019.