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

Capital Investment Advisory Services’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 Q4	–	Sell	-1,598	Closed	-$51K	–	645
2019 Q3	$51K	Buy	1,598 +1,498	+1,498%	+$47.5K	0.01%	564
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1211
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1036
2018 Q4	$3K	Buy	+100	New	+$3.36K	﹤0.01%	992

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Capital Investment Advisory Services's BTO Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2019, closing a stake of 1,598 shares — an estimated $51K sold.

Capital Investment Advisory Services first reported a position in BTO in Q4 2018 and held it in 4 quarters. The position peaked at $51K in Q3 2019. 70 funds tracked by Wall St. Rank hold BTO as of Q4 2019.

Capital Investment Advisory Services reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,598 John Hancock Financial Opportunities Fund shares in Q4 2019, an estimated $51K.
Capital Investment Advisory Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's John Hancock Financial Opportunities Fund position peaked at $51K in Q3 2019.
70 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.