CWM
BTO

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

Concert 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
2017
Q2 		– Sell
-11,479
Closed -$417K – 189
2017
Q1 		$417K Hold
11,479
– – 0.09% 287
2016
Q4 		$417K Hold
11,479
– – 0.09% 292
2016
Q3 		$319K Hold
11,479
– – 0.04% 471
2016
Q2 		$296K Hold
11,479
– – 0.04% 464
2016
Q1 		$278K Sell
11,479
-95
-0.8% -$2.19K 0.04% 478
2015
Q4 		$325K Hold
11,574
– – 0.04% 455
2015
Q3 		$293K Hold
11,574
– – 0.04% 491
2015
Q2 		$316K Hold
11,574
– – 0.04% 474
2015
Q1 		$263K Hold
11,574
– – 0.08% 330
2014
Q4 		$275K Hold
11,574
– – 0.04% 480
2014
Q3 		$257K Sell
11,574
-100
-0.9% -$2.27K 0.03% 424
2014
Q2 		$262K Hold
11,674
– – 0.03% 446
2014
Q1 		$278K Hold
11,674
– – 0.03% 424
2013
Q4 		$277K Buy
11,674
+193
+2% +$4.31K 0.04% 401
2013
Q3 		$246K Sell
11,481
-252
-2% -$5.7K 0.03% 423
2013
Q2 		$252K Buy
+11,733
New +$246K 0.04% 386

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return

Concert Wealth Management's BTO Position: Q2 2017 in Review

Concert Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2017, closing a stake of 11,479 shares — an estimated $417K sold.

Concert Wealth Management first reported a position in BTO in Q2 2013 and held it in 16 quarters. The position peaked at $417K in Q1 2017. 51 funds tracked by Wall St. Rank hold BTO as of Q2 2017.

  • Concert Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 11,479 John Hancock Financial Opportunities Fund shares in Q2 2017, an estimated $417K.
  • Concert Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's John Hancock Financial Opportunities Fund position peaked at $417K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.