GTAM
BTO

Global Trust Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Global Trust Asset Management’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
Q3 		– Sell
-250
Closed -$9K – 433
2018
Q2 		$9K Hold
250
– – 0.01% 309
2018
Q1 		$10K Hold
250
– – 0.01% 290
2017
Q4 		$10K Buy
+250
New +$9.34K 0.01% 304

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Trust Asset Management's BTO Position: Q3 2018 in Review

Global Trust Asset Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2018, closing a stake of 250 shares — an estimated $9K sold.

Global Trust Asset Management first reported a position in BTO in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 68 funds tracked by Wall St. Rank hold BTO as of Q3 2018.

  • Global Trust Asset Management reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Global Trust Asset Management sold 250 John Hancock Financial Opportunities Fund shares in Q3 2018, an estimated $9K.
  • Global Trust Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 3 quarters.
  • Global Trust Asset Management's John Hancock Financial Opportunities Fund position peaked at $10K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2018.

Based on Global Trust Asset Management's 13F filing for Q3 2018, filed 16 Oct 2018.