JY
BTO

Jeff Yass’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Jeff Yass’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
Q2 		– Sell
-7,736
Closed -$247K – 10229
2019
Q1 		$247K Buy
+7,736
New +$257K ﹤0.01% 7549

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Jeff Yass's BTO Position: Q2 2019 in Review

Jeff Yass sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2019, closing a stake of 7,736 shares — an estimated $247K sold.

Jeff Yass first reported a position in BTO in Q1 2019 and held it in 1 quarter. The position peaked at $247K in Q1 2019. 71 funds tracked by Wall St. Rank hold BTO as of Q2 2019.

  • Jeff Yass reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Jeff Yass sold 7,736 John Hancock Financial Opportunities Fund shares in Q2 2019, an estimated $247K.
  • Jeff Yass first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and held it in 1 quarter.
  • Jeff Yass's John Hancock Financial Opportunities Fund position peaked at $247K in Q1 2019.
  • 71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2019.

Based on Susquehanna International Group's 13F filing for Q2 2019, filed 14 Aug 2019.