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

Hudson 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
2019 Q4	–	Sell	-6,814	Closed	-$219K	–	76
2019 Q3	$219K	Hold	6,814	–	–	0.12%	66
2019 Q2	$219K	Sell	6,814 -200	-3%	-$6.51K	0.12%	74
2019 Q1	$224K	Buy	+7,014	New	+$233K	0.14%	76
2018 Q4	–	Sell	-7,014	Closed	-$260K	–	79
2018 Q3	$260K	Hold	7,014	–	–	0.2%	69
2018 Q2	$261K	Hold	7,014	–	–	0.18%	73
2018 Q1	$269K	Hold	7,014	–	–	0.2%	71
2017 Q4	$276K	Buy	+7,014	New	+$262K	0.2%	78

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

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $570B AUM 27.57% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

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

Hudson Capital Management's BTO Position: Q4 2019 in Review

Hudson Capital Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2019, closing a stake of 6,814 shares — an estimated $219K sold.

Hudson Capital Management first reported a position in BTO in Q4 2017 and held it in 7 quarters. The position peaked at $276K in Q4 2017. 70 funds tracked by Wall St. Rank hold BTO as of Q4 2019.

Hudson Capital Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Hudson Capital Management sold 6,814 John Hancock Financial Opportunities Fund shares in Q4 2019, an estimated $219K.
Hudson Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 7 quarters.
Hudson Capital Management's John Hancock Financial Opportunities Fund position peaked at $276K in Q4 2017.
70 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2019.

Based on Hudson Capital Management's 13F filing for Q4 2019, filed 9 Jan 2020.