Eudaimonia Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Eudaimonia Partners’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
2021 Q2	–	Sell	-198	Closed	-$8K	–	501
2021 Q1	$8K	Sell	198 -1,319	-87%	-$46K	﹤0.01%	1212
2020 Q4	$46K	Sell	1,517 -162	-10%	-$4.25K	0.01%	631
2020 Q3	$36K	Buy	1,679 +34	+2%	+$746	0.01%	637
2020 Q2	$38K	Sell	1,645 -1,055	-39%	-$22.7K	0.01%	559
2020 Q1	$50K	Buy	2,700 +513	+23%	+$15.2K	0.02%	462
2019 Q4	$79K	Buy	+2,187	New	+$74.7K	0.03%	390

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Eudaimonia Partners's BTO Position: Q2 2021 in Review

Eudaimonia Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2021, closing a stake of 198 shares — an estimated $8K sold.

Eudaimonia Partners first reported a position in BTO in Q4 2019 and held it in 6 quarters. The position peaked at $79K in Q4 2019. 68 funds tracked by Wall St. Rank hold BTO as of Q2 2021.

Eudaimonia Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 198 John Hancock Financial Opportunities Fund shares in Q2 2021, an estimated $8K.
Eudaimonia Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's John Hancock Financial Opportunities Fund position peaked at $79K in Q4 2019.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.