Goldman Sachs’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Goldman Sachs’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
2021 Q2	–	Sell	-10,165	Closed	-$391K	–	6209
2021 Q1	$391K	Buy	+10,165	New	+$355K	﹤0.01%	5279
2015 Q1	–	Sell	-36,042	Closed	-$849K	–	7085
2014 Q4	$849K	Sell	36,042 -9,252	-20%	-$211K	﹤0.01%	4751
2014 Q3	$1.01M	Hold	45,294	–	–	﹤0.01%	4607
2014 Q2	$1.05M	Sell	45,294 -24,485	-35%	-$560K	﹤0.01%	4647
2014 Q1	$1.68M	Buy	69,779 +11,842	+20%	+$274K	﹤0.01%	4138
2013 Q4	$1.36M	Sell	57,937 -13,860	-19%	-$310K	﹤0.01%	4465
2013 Q3	$1.54M	Sell	71,797 -11,978	-14%	-$271K	﹤0.01%	4172
2013 Q2	$1.79M	Buy	+83,775	New	+$1.76M	﹤0.01%	3833

Other funds holding BTO

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

RJA

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Goldman Sachs's BTO Position: Q2 2021 in Review

Goldman Sachs sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2021, closing a stake of 10,165 shares — an estimated $391K sold.

Goldman Sachs first reported a position in BTO in Q2 2013 and held it in 8 quarters. The position peaked at $1.79M in Q2 2013. 68 funds tracked by Wall St. Rank hold BTO as of Q2 2021.

Goldman Sachs reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Goldman Sachs sold 10,165 John Hancock Financial Opportunities Fund shares in Q2 2021, an estimated $391K.
Goldman Sachs first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 8 quarters.
Goldman Sachs's John Hancock Financial Opportunities Fund position peaked at $1.79M in Q2 2013.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2021.

Based on Goldman Sachs's 13F filing for Q2 2021, filed 13 Aug 2021.