GT
BTO

Glenmede Trust’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Glenmede Trust’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
2019
Q4 		– Sell
-1,000
Closed -$32 – 3017
2019
Q3 		$32 Hold
1,000
– – ﹤0.01% 1845
2019
Q2 		$32 Hold
1,000
– – ﹤0.01% 1883
2019
Q1 		$31 Hold
1,000
– – ﹤0.01% 1897
2018
Q4 		$27 Hold
1,000
– – ﹤0.01% 1849
2018
Q3 		$37K Hold
1,000
– – ﹤0.01% 1333
2018
Q2 		$37K Buy
+1,000
New +$38.8K ﹤0.01% 1542

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Glenmede Trust's BTO Position: Q4 2019 in Review

Glenmede Trust sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2019, closing a stake of 1,000 shares — an estimated $32 sold.

Glenmede Trust first reported a position in BTO in Q2 2018 and held it in 6 quarters. The position peaked at $37K in Q3 2018. 70 funds tracked by Wall St. Rank hold BTO as of Q4 2019.

  • Glenmede Trust reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • Glenmede Trust sold 1,000 John Hancock Financial Opportunities Fund shares in Q4 2019, an estimated $32.
  • Glenmede Trust first reported a position in John Hancock Financial Opportunities Fund in Q2 2018 and held it in 6 quarters.
  • Glenmede Trust's John Hancock Financial Opportunities Fund position peaked at $37K in Q3 2018.
  • 70 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2019.

Based on Glenmede Trust's 13F filing for Q4 2019, filed 12 Feb 2020.