CHAM
BTO

Clear Harbor Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-1,794
Closed -$38.4K – 373
2020
Q3 		$38.4K Buy
+1,794
New +$39.3K 0.01% 422
2020
Q1 		– Sell
-1,977
Closed -$71.8K – 336
2019
Q4 		$71.8K Buy
+1,977
New +$67.5K 0.01% 376

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Clear Harbor Asset Management's BTO Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2020, closing a stake of 1,794 shares — an estimated $38.4K sold.

Clear Harbor Asset Management first reported a position in BTO in Q4 2019 and held it in 2 quarters. The position peaked at $71.8K in Q4 2019. 54 funds tracked by Wall St. Rank hold BTO as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 1,794 John Hancock Financial Opportunities Fund shares in Q4 2020, an estimated $38.4K.
  • Clear Harbor Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's John Hancock Financial Opportunities Fund position peaked at $71.8K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.