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

Legacy 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 Q2	–	Sell	-2,298	Closed	-$73K	–	230
2019 Q1	$73K	Sell	2,298 -1	-0%	-$33	0.02%	212
2018 Q4	$64K	Buy	2,299 +1	+0%	+$34	0.02%	196
2018 Q3	$85K	Hold	2,298	–	–	0.03%	190
2018 Q2	$86K	Hold	2,298	–	–	0.03%	184
2018 Q1	$88K	Hold	2,298	–	–	0.04%	180
2017 Q4	$90K	Buy	+2,298	New	+$85.9K	0.04%	188

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

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

NSAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Legacy Financial Advisors's BTO Position: Q2 2019 in Review

Legacy Financial Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2019, closing a stake of 2,298 shares — an estimated $73K sold.

Legacy Financial Advisors first reported a position in BTO in Q4 2017 and held it in 6 quarters. The position peaked at $90K in Q4 2017. 71 funds tracked by Wall St. Rank hold BTO as of Q2 2019.

Legacy Financial Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 2,298 John Hancock Financial Opportunities Fund shares in Q2 2019, an estimated $73K.
Legacy Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $90K in Q4 2017.
71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.