CIA
BTO

Capital Investment Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Capital Investment Advisors’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
2021
Q4 		– Sell
-5,500
Closed -$234K – 596
2021
Q3 		$234K Buy
+5,500
New +$222K 0.01% 510

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Investment Advisors's BTO Position: Q4 2021 in Review

Capital Investment Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2021, closing a stake of 5,500 shares — an estimated $234K sold.

Capital Investment Advisors first reported a position in BTO in Q3 2021 and held it in 1 quarter. The position peaked at $234K in Q3 2021. 68 funds tracked by Wall St. Rank hold BTO as of Q4 2021.

  • Capital Investment Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisors sold 5,500 John Hancock Financial Opportunities Fund shares in Q4 2021, an estimated $234K.
  • Capital Investment Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2021 and held it in 1 quarter.
  • Capital Investment Advisors's John Hancock Financial Opportunities Fund position peaked at $234K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2021.

Based on Capital Investment Advisors's 13F filing for Q4 2021, filed 10 Jan 2022.