ESB
BTO

Essex Savings Bank’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Essex Savings Bank’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
-900
Closed -$29K – 239
2019
Q2 		$29K Hold
900
– – 0.01% 519
2019
Q1 		$29K Hold
900
– – 0.02% 363
2018
Q4 		$25K Buy
+900
New +$30.2K 0.02% 368

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Janney Montgomery Scott
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Essex Savings Bank's BTO Position: Q3 2019 in Review

Essex Savings Bank sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2019, closing a stake of 900 shares — an estimated $29K sold.

Essex Savings Bank first reported a position in BTO in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q2 2019. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2019.

  • Essex Savings Bank reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 900 John Hancock Financial Opportunities Fund shares in Q3 2019, an estimated $29K.
  • Essex Savings Bank first reported a position in John Hancock Financial Opportunities Fund in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's John Hancock Financial Opportunities Fund position peaked at $29K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.