CAL
BTO

Capital Analysts LLC’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Capital Analysts LLC’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
2023
Q4 		– Sell
-200
Closed -$5K – 1098
2023
Q3 		$5K Buy
+200
New +$5.55K ﹤0.01% 970
2021
Q4 		– Sell
-118
Closed -$5K – 1004
2021
Q3 		$5K Buy
+118
New +$4.77K ﹤0.01% 852

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Analysts LLC's BTO Position: Q4 2023 in Review

Capital Analysts LLC sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2023, closing a stake of 200 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in BTO in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 76 funds tracked by Wall St. Rank hold BTO as of Q4 2023.

  • Capital Analysts LLC reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 200 John Hancock Financial Opportunities Fund shares in Q4 2023, an estimated $5K.
  • Capital Analysts LLC first reported a position in John Hancock Financial Opportunities Fund in Q3 2021 and held it in 2 quarters.
  • Capital Analysts LLC's John Hancock Financial Opportunities Fund position peaked at $5K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.