LGWM
BTO

Litman Gregory Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Litman Gregory Wealth Management’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
2020
Q4 		– Sell
-276
Closed -$6K – 198
2020
Q3 		$6K Buy
+276
New +$6.05K ﹤0.01% 164

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

Litman Gregory Wealth Management's BTO Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2020, closing a stake of 276 shares — an estimated $6K sold.

Litman Gregory Wealth Management first reported a position in BTO in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 54 funds tracked by Wall St. Rank hold BTO as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 276 John Hancock Financial Opportunities Fund shares in Q4 2020, an estimated $6K.
  • Litman Gregory Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's John Hancock Financial Opportunities Fund position peaked at $6K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.