Clough Capital Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Clough Capital Partners’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
2018 Q4	–	Sell	-27,300	Closed	-$1.01M	–	151
2018 Q3	$1.01M	Buy	+27,300	New	+$1.04M	0.1%	92
2015 Q2	–	Sell	-58,100	Closed	-$1.36M	–	200
2015 Q1	$1.36M	Buy	+58,100	New	+$1.32M	0.05%	163

Other funds holding BTO

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

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

NSAM

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

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

Clough Capital Partners's BTO Position: Q4 2018 in Review

Clough Capital Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2018, closing a stake of 27,300 shares — an estimated $1.01M sold.

Clough Capital Partners first reported a position in BTO in Q1 2015 and held it in 2 quarters. The position peaked at $1.36M in Q1 2015. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2018.

Clough Capital Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Clough Capital Partners sold 27,300 John Hancock Financial Opportunities Fund shares in Q4 2018, an estimated $1.01M.
Clough Capital Partners first reported a position in John Hancock Financial Opportunities Fund in Q1 2015 and held it in 2 quarters.
Clough Capital Partners's John Hancock Financial Opportunities Fund position peaked at $1.36M in Q1 2015.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2018.

Based on Clough Capital Partners's 13F filing for Q4 2018, filed 14 Feb 2019.