Lincoln National Corp’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-29,510	Closed	-$873K	–	154
2024 Q1	$873K	Sell	29,510 -3,598	-11%	-$105K	0.01%	559
2023 Q4	$996K	Sell	33,108 -6,597	-17%	-$179K	0.02%	463
2023 Q3	$1.04M	Sell	39,705 -1,110	-3%	-$30.8K	0.02%	398
2023 Q2	$1.09M	Buy	40,815 +3,793	+10%	+$102K	0.02%	384
2023 Q1	$1.13M	Buy	37,022 +5,726	+18%	+$196K	0.02%	354
2022 Q4	$1.04M	Buy	31,296 +1,666	+6%	+$56.5K	0.02%	348
2022 Q3	$935K	Buy	29,630 +3,678	+14%	+$134K	0.02%	340
2022 Q2	$964K	Buy	25,952 +7,490	+41%	+$276K	0.02%	342
2022 Q1	$742K	Buy	+18,462	New	+$821K	0.02%	418
2018 Q1	–	Sell	-8,513	Closed	-$335K	–	506
2017 Q4	$335K	Buy	+8,513	New	+$318K	0.01%	461

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lincoln National Corp's BTO Position: Q2 2024 in Review

Lincoln National Corp sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2024, closing a stake of 29,510 shares — an estimated $873K sold.

Lincoln National Corp first reported a position in BTO in Q4 2017 and held it in 10 quarters. The position peaked at $1.13M in Q1 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q2 2024.

Lincoln National Corp reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 29,510 John Hancock Financial Opportunities Fund shares in Q2 2024, an estimated $873K.
Lincoln National Corp first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 10 quarters.
Lincoln National Corp's John Hancock Financial Opportunities Fund position peaked at $1.13M in Q1 2023.
69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.