FHA
BTO

Flagship Harbor Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Flagship Harbor 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
2020
Q1 		– Sell
-2,014
Closed -$73K – 1873
2019
Q4 		$73K Buy
+2,014
New +$68.8K 0.01% 706

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Flagship Harbor Advisors's BTO Position: Q1 2020 in Review

Flagship Harbor Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2020, closing a stake of 2,014 shares — an estimated $73K sold.

Flagship Harbor Advisors first reported a position in BTO in Q4 2019 and held it in 1 quarter. The position peaked at $73K in Q4 2019. 57 funds tracked by Wall St. Rank hold BTO as of Q1 2020.

  • Flagship Harbor Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,014 John Hancock Financial Opportunities Fund shares in Q1 2020, an estimated $73K.
  • Flagship Harbor Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Flagship Harbor Advisors's John Hancock Financial Opportunities Fund position peaked at $73K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2020.

Based on Flagship Harbor Advisors's 13F filing for Q1 2020, filed 12 May 2020.