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

First Manhattan’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
2018 Q1	–	Sell	-759	Closed	-$29K	–	1384
2017 Q4	$29K	Hold	759	–	–	﹤0.01%	1089
2017 Q3	$28K	Hold	759	–	–	﹤0.01%	1055
2017 Q2	$27K	Hold	759	–	–	﹤0.01%	1041
2017 Q1	$25K	Hold	759	–	–	﹤0.01%	1055
2016 Q4	$27K	Buy	759 +1	+0.1%	+$32	﹤0.01%	1021
2016 Q3	$21K	Sell	758 -1	-0.1%	-$27	﹤0.01%	1072
2016 Q2	$19K	Hold	759	–	–	﹤0.01%	1111
2016 Q1	$18K	Hold	759	–	–	﹤0.01%	1077
2015 Q4	$21K	Hold	759	–	–	﹤0.01%	1079
2015 Q3	$19K	Hold	759	–	–	﹤0.01%	1089
2015 Q2	$20K	Buy	759 +1	+0.1%	+$25	﹤0.01%	1107
2015 Q1	$17K	Sell	758 -1	-0.1%	-$23	﹤0.01%	1141
2014 Q4	$17K	Buy	759 +1	+0.1%	+$23	﹤0.01%	1157
2014 Q3	$16K	Sell	758 -1	-0.1%	-$23	﹤0.01%	1140
2014 Q2	$17K	Buy	759 +9	+1%	+$206	﹤0.01%	1122
2014 Q1	$18K	Buy	+750	New	+$17.4K	﹤0.01%	1107

Other funds holding BTO

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

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

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

RJA

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

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

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

First Manhattan's BTO Position: Q1 2018 in Review

First Manhattan sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2018, closing a stake of 759 shares — an estimated $29K sold.

First Manhattan first reported a position in BTO in Q1 2014 and held it in 16 quarters. The position peaked at $29K in Q4 2017. 59 funds tracked by Wall St. Rank hold BTO as of Q1 2018.

First Manhattan reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2018 after selling out during the quarter.
First Manhattan sold 759 John Hancock Financial Opportunities Fund shares in Q1 2018, an estimated $29K.
First Manhattan first reported a position in John Hancock Financial Opportunities Fund in Q1 2014 and held it in 16 quarters.
First Manhattan's John Hancock Financial Opportunities Fund position peaked at $29K in Q4 2017.
59 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2018.

Based on First Manhattan's 13F filing for Q1 2018, filed 20 Apr 2018.