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

First Horizon 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
2016 Q3	–	Sell	-3,200	Closed	-$82K	–	1437
2016 Q2	$82K	Hold	3,200	–	–	0.01%	424
2016 Q1	$78K	Hold	3,200	–	–	0.01%	463
2015 Q4	$90K	Hold	3,200	–	–	0.02%	383
2015 Q3	$81K	Hold	3,200	–	–	0.01%	423
2015 Q2	$87K	Hold	3,200	–	–	0.01%	426
2015 Q1	$75K	Hold	3,200	–	–	0.01%	458
2014 Q4	$75K	Hold	3,200	–	–	0.01%	456
2014 Q3	$71K	Hold	3,200	–	–	0.01%	457
2014 Q2	$74K	Hold	3,200	–	–	0.01%	465
2014 Q1	$77K	Hold	3,200	–	–	0.01%	430
2013 Q4	$75K	Hold	3,200	–	–	0.01%	421
2013 Q3	$69K	Buy	+3,200	New	+$72.4K	0.01%	407

Other funds holding BTO

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

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LAM

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

First Horizon Advisors's BTO Position: Q3 2016 in Review

First Horizon Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2016, closing a stake of 3,200 shares — an estimated $82K sold.

First Horizon Advisors first reported a position in BTO in Q3 2013 and held it in 12 quarters. The position peaked at $90K in Q4 2015. 44 funds tracked by Wall St. Rank hold BTO as of Q3 2016.

First Horizon Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2016 after selling out during the quarter.
First Horizon Advisors sold 3,200 John Hancock Financial Opportunities Fund shares in Q3 2016, an estimated $82K.
First Horizon Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2013 and held it in 12 quarters.
First Horizon Advisors's John Hancock Financial Opportunities Fund position peaked at $90K in Q4 2015.
44 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2016.

Based on First Horizon Advisors's 13F filing for Q3 2016, filed 28 Oct 2016.