JFA
BTO

JNBA Financial Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

JNBA Financial Advisors’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
Q3 		– Sell
-193
Closed -$6K – 599
2019
Q2 		$6K Buy
+193
New +$6.28K ﹤0.01% 489

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Janney Montgomery Scott
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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JNBA Financial Advisors's BTO Position: Q3 2019 in Review

JNBA Financial Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2019, closing a stake of 193 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in BTO in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2019.

  • JNBA Financial Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 193 John Hancock Financial Opportunities Fund shares in Q3 2019, an estimated $6K.
  • JNBA Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $6K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.