CFB
BTO

Cullen/Frost Bankers’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cullen/Frost Bankers’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
Q2 		– Sell
-5,360
Closed -$206K – 426
2018
Q1 		$206K Hold
5,360
– – 0.01% 407
2017
Q4 		$211K Sell
5,360
-411
-7% -$15.4K 0.01% 372
2017
Q3 		$215K Buy
+5,771
New +$200K 0.01% 365

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cullen/Frost Bankers's BTO Position: Q2 2018 in Review

Cullen/Frost Bankers sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2018, closing a stake of 5,360 shares — an estimated $206K sold.

Cullen/Frost Bankers first reported a position in BTO in Q3 2017 and held it in 3 quarters. The position peaked at $215K in Q3 2017. 61 funds tracked by Wall St. Rank hold BTO as of Q2 2018.

  • Cullen/Frost Bankers reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • Cullen/Frost Bankers sold 5,360 John Hancock Financial Opportunities Fund shares in Q2 2018, an estimated $206K.
  • Cullen/Frost Bankers first reported a position in John Hancock Financial Opportunities Fund in Q3 2017 and held it in 3 quarters.
  • Cullen/Frost Bankers's John Hancock Financial Opportunities Fund position peaked at $215K in Q3 2017.
  • 61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2018.

Based on Cullen/Frost Bankers's 13F filing for Q2 2018, filed 27 Jul 2018.