GI
BTO

Gradient Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Gradient Investments’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
Q2 		– Sell
-550
Closed -$10K – 1057
2020
Q1 		$10K Buy
+550
New +$16.3K ﹤0.01% 641

Other funds holding BTO

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Gradient Investments's BTO Position: Q2 2020 in Review

Gradient Investments sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2020, closing a stake of 550 shares — an estimated $10K sold.

Gradient Investments first reported a position in BTO in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 50 funds tracked by Wall St. Rank hold BTO as of Q2 2020.

  • Gradient Investments reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 550 John Hancock Financial Opportunities Fund shares in Q2 2020, an estimated $10K.
  • Gradient Investments first reported a position in John Hancock Financial Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's John Hancock Financial Opportunities Fund position peaked at $10K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.