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

Doliver Advisors’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 Q3	–	Sell	-7,348	Closed	-$237K	–	153
2019 Q2	$237K	Buy	+7,348	New	+$239K	0.09%	99
2018 Q3	–	Sell	-23,904	Closed	-$889K	–	212
2018 Q2	$889K	Buy	+23,904	New	+$927K	0.37%	37
2017 Q4	–	Sell	-43,679	Closed	-$1.63M	–	305
2017 Q3	$1.63M	Sell	43,679 -7,678	-15%	-$267K	0.73%	14
2017 Q2	$1.85M	Buy	51,357 +29,735	+138%	+$1.04M	0.89%	10
2017 Q1	$735K	Buy	21,622 +12,757	+144%	+$458K	0.58%	55
2016 Q4	$322K	Buy	+8,865	New	+$280K	0.27%	121
2016 Q3	–	Sell	-28,254	Closed	-$729K	–	201
2016 Q2	$729K	Sell	28,254 -58,177	-67%	-$1.47M	0.62%	57
2016 Q1	$2.1M	Buy	+86,431	New	+$2M	1.85%	12
2015 Q4	–	Sell	-17,158	Closed	-$434K	–	164
2015 Q3	$434K	Buy	+17,158	New	+$464K	0.32%	97
2014 Q2	–	Sell	-23,185	Closed	-$558K	–	237
2014 Q1	$558K	Buy	+23,185	New	+$537K	0.37%	100

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Doliver Advisors's BTO Position: Q3 2019 in Review

Doliver Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2019, closing a stake of 7,348 shares — an estimated $237K sold.

Doliver Advisors first reported a position in BTO in Q1 2014 and held it in 10 quarters. The position peaked at $2.1M in Q1 2016. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2019.

Doliver Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Doliver Advisors sold 7,348 John Hancock Financial Opportunities Fund shares in Q3 2019, an estimated $237K.
Doliver Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2014 and held it in 10 quarters.
Doliver Advisors's John Hancock Financial Opportunities Fund position peaked at $2.1M in Q1 2016.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2019.

Based on Doliver Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.