Highlander Capital Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Highlander Capital 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
2024 Q1	$50.7K	Hold	1,713	–	–	0.02%	381
2023 Q4	$51.5K	Hold	1,713	–	–	0.02%	381
2023 Q3	$45K	Sell	1,713 -187	-10%	-$5.19K	0.02%	387
2023 Q2	$51K	Buy	1,900 +1,713	+916%	+$46.3K	0.02%	316
2023 Q1	$6K	Hold	187	–	–	﹤0.01%	562
2022 Q4	$6K	Hold	187	–	–	﹤0.01%	528
2022 Q3	$6K	Hold	187	–	–	﹤0.01%	513
2022 Q2	$7K	Hold	187	–	–	﹤0.01%	520
2022 Q1	$8K	Hold	187	–	–	﹤0.01%	504
2021 Q4	$9K	Hold	187	–	–	﹤0.01%	487
2021 Q3	$8K	Hold	187	–	–	﹤0.01%	491
2021 Q2	$7K	Hold	187	–	–	﹤0.01%	510
2021 Q1	$7K	Hold	187	–	–	﹤0.01%	515
2020 Q4	$6K	Buy	+187	New	+$4.9K	﹤0.01%	520

Other funds holding BTO

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Highlander Capital Management's BTO Position: Q1 2024 in Review

Highlander Capital Management held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2024 at 1,713 shares worth $50.7K. The position accounts for 0.02% of the portfolio, ranked #381.

Highlander Capital Management first reported a position in BTO in Q4 2020 and has held it in 14 quarters since. The position peaked at $51.5K in Q4 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q1 2024.

Highlander Capital Management held 1,713 shares of John Hancock Financial Opportunities Fund worth $50.7K as of Q1 2024.
Highlander Capital Management left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2024.
John Hancock Financial Opportunities Fund made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #381 holding.
Highlander Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2020 and has held it in 14 quarters since.
Highlander Capital Management's John Hancock Financial Opportunities Fund position peaked at $51.5K in Q4 2023.
69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.