CA
BTO

Calton & Associates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Calton & Associates’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
Q1 		– Sell
-460
Closed -$18K – 460
2017
Q4 		$18K Buy
+460
New +$17.2K ﹤0.01% 906

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Calton & Associates's BTO Position: Q1 2018 in Review

Calton & Associates sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2018, closing a stake of 460 shares — an estimated $18K sold.

Calton & Associates first reported a position in BTO in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 59 funds tracked by Wall St. Rank hold BTO as of Q1 2018.

  • Calton & Associates reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 460 John Hancock Financial Opportunities Fund shares in Q1 2018, an estimated $18K.
  • Calton & Associates first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's John Hancock Financial Opportunities Fund position peaked at $18K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.