KFS
BTO

Kelly Financial Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Kelly Financial Services’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
2021
Q1 		– Sell
-267
Closed -$8.1K – 643
2020
Q4 		$8.1K Buy
267
+7
+3% +$184 0.01% 304
2020
Q3 		$5.57K Hold
260
– – ﹤0.01% 324
2020
Q2 		$5.97K Buy
+260
New +$5.61K ﹤0.01% 312

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Kelly Financial Services's BTO Position: Q1 2021 in Review

Kelly Financial Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2021, closing a stake of 267 shares — an estimated $8.1K sold.

Kelly Financial Services first reported a position in BTO in Q2 2020 and held it in 3 quarters. The position peaked at $8.1K in Q4 2020. 68 funds tracked by Wall St. Rank hold BTO as of Q1 2021.

  • Kelly Financial Services reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Kelly Financial Services sold 267 John Hancock Financial Opportunities Fund shares in Q1 2021, an estimated $8.1K.
  • Kelly Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q2 2020 and held it in 3 quarters.
  • Kelly Financial Services's John Hancock Financial Opportunities Fund position peaked at $8.1K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2021.

Based on Kelly Financial Services's 13F filing for Q1 2021, filed 17 Jul 2024.