Elequin Capital
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Elequin Capital’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Elequin Capital’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
2024
Q1 		– Sell
-12,609
Closed -$379K – 281
2023
Q4 		$379K Buy
+12,609
New +$341K 0.11% 64
2023
Q1 		– Sell
-6,977
Closed -$232K – 345
2022
Q4 		$232K Buy
+6,977
New +$236K 0.07% 182

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
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 $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $194M AUM 5.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Elequin Capital's BTO Position: Q1 2024 in Review

Elequin Capital sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2024, closing a stake of 12,609 shares — an estimated $379K sold.

Elequin Capital first reported a position in BTO in Q4 2022 and held it in 2 quarters. The position peaked at $379K in Q4 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q1 2024.

  • Elequin Capital reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Elequin Capital sold 12,609 John Hancock Financial Opportunities Fund shares in Q1 2024, an estimated $379K.
  • Elequin Capital first reported a position in John Hancock Financial Opportunities Fund in Q4 2022 and held it in 2 quarters.
  • Elequin Capital's John Hancock Financial Opportunities Fund position peaked at $379K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.