ClearBridge Investments
BTO

ClearBridge Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

ClearBridge Investments’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
2015
Q1 		– Sell
-3,884
Closed -$92K – 1173
2014
Q4 		$92K Buy
+3,884
New +$88.4K ﹤0.01% 923

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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ClearBridge Investments's BTO Position: Q1 2015 in Review

ClearBridge Investments sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2015, closing a stake of 3,884 shares — an estimated $92K sold.

ClearBridge Investments first reported a position in BTO in Q4 2014 and held it in 1 quarter. The position peaked at $92K in Q4 2014. 55 funds tracked by Wall St. Rank hold BTO as of Q1 2015.

  • ClearBridge Investments reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • ClearBridge Investments sold 3,884 John Hancock Financial Opportunities Fund shares in Q1 2015, an estimated $92K.
  • ClearBridge Investments first reported a position in John Hancock Financial Opportunities Fund in Q4 2014 and held it in 1 quarter.
  • ClearBridge Investments's John Hancock Financial Opportunities Fund position peaked at $92K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2015.

Based on ClearBridge Investments's 13F filing for Q1 2015, filed 15 May 2015.