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	-$32K	–	3017
2019 Q3	$32K	Hold	1,000	–	–	﹤0.01%	1845
2019 Q2	$32K	Hold	1,000	–	–	﹤0.01%	1883
2019 Q1	$31K	Hold	1,000	–	–	﹤0.01%	1897
2018 Q4	$27K	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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 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 $32K 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 $32K.
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.