Cordasco Financial Network’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cordasco Financial Network’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
2019 Q4	–	Sell	-1,000	Closed	-$32K	–	450
2019 Q3	$32K	Hold	1,000	–	–	0.03%	183
2019 Q2	$32K	Hold	1,000	–	–	0.03%	183
2019 Q1	$32K	Hold	1,000	–	–	0.03%	188
2018 Q4	$28K	Hold	1,000	–	–	0.03%	173
2018 Q3	$37K	Hold	1,000	–	–	0.04%	161
2018 Q2	$37K	Hold	1,000	–	–	0.04%	161
2018 Q1	$38K	Buy	+1,000	New	+$39.3K	0.04%	142

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

NSAM

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

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Cordasco Financial Network's BTO Position: Q4 2019 in Review

Cordasco Financial Network sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2019, closing a stake of 1,000 shares — an estimated $32K sold.

Cordasco Financial Network first reported a position in BTO in Q1 2018 and held it in 7 quarters. The position peaked at $38K in Q1 2018. 70 funds tracked by Wall St. Rank hold BTO as of Q4 2019.

Cordasco Financial Network reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Cordasco Financial Network sold 1,000 John Hancock Financial Opportunities Fund shares in Q4 2019, an estimated $32K.
Cordasco Financial Network first reported a position in John Hancock Financial Opportunities Fund in Q1 2018 and held it in 7 quarters.
Cordasco Financial Network's John Hancock Financial Opportunities Fund position peaked at $38K in Q1 2018.
70 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2019.

Based on Cordasco Financial Network's 13F filing for Q4 2019, filed 22 Jan 2020.