CAG
BTO

Crestwood Advisors Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Crestwood Advisors Group’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
-692
Closed -$24K – 195
2017
Q1 		$24K Buy
+692
New +$24.8K ﹤0.01% 354

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

Crestwood Advisors Group's BTO Position: Q2 2017 in Review

Crestwood Advisors Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2017, closing a stake of 692 shares — an estimated $24K sold.

Crestwood Advisors Group first reported a position in BTO in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 51 funds tracked by Wall St. Rank hold BTO as of Q2 2017.

  • Crestwood Advisors Group reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 692 John Hancock Financial Opportunities Fund shares in Q2 2017, an estimated $24K.
  • Crestwood Advisors Group first reported a position in John Hancock Financial Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's John Hancock Financial Opportunities Fund position peaked at $24K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.