EWA
BTO

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

EverSource Wealth 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
2024
Q4 		– Sell
-2,500
Closed -$82.9K – 3759
2024
Q3 		$82.9K Hold
2,500
– – 0.01% 864
2024
Q2 		$81.8K Buy
+2,500
New +$69.5K 0.01% 880

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

EverSource Wealth Advisors's BTO Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2024, closing a stake of 2,500 shares — an estimated $82.9K sold.

EverSource Wealth Advisors first reported a position in BTO in Q2 2024 and held it in 2 quarters. The position peaked at $82.9K in Q3 2024. 74 funds tracked by Wall St. Rank hold BTO as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,500 John Hancock Financial Opportunities Fund shares in Q4 2024, an estimated $82.9K.
  • EverSource Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $82.9K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.