CWM
BTO

Cedar Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cedar Wealth Management’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
2016
Q2 		– Sell
-2
Closed – – 130
2016
Q1 		$0 Hold
2
– – ﹤0.01% 109
2015
Q4 		$0 Buy
+2
New +$54 ﹤0.01% 38

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return
LH
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return

Cedar Wealth Management's BTO Position: Q2 2016 in Review

Cedar Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2016, closing a stake of 2 shares.

Cedar Wealth Management first reported a position in BTO in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q1 2016. 49 funds tracked by Wall St. Rank hold BTO as of Q2 2016.

  • Cedar Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Cedar Wealth Management sold 2 John Hancock Financial Opportunities Fund shares in Q2 2016.
  • Cedar Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2015 and held it in 2 quarters.
  • Cedar Wealth Management's John Hancock Financial Opportunities Fund position peaked at $0 in Q1 2016.
  • 49 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2016.

Based on Cedar Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.