LYV
BTO

Live Your Vision’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Live Your Vision’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
2017
Q1 		– Sell
-200
Closed -$7K – 301
2016
Q4 		$7K Buy
+200
New +$6.31K ﹤0.01% 203

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
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
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return

Live Your Vision's BTO Position: Q1 2017 in Review

Live Your Vision sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2017, closing a stake of 200 shares — an estimated $7K sold.

Live Your Vision first reported a position in BTO in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 50 funds tracked by Wall St. Rank hold BTO as of Q1 2017.

  • Live Your Vision reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Live Your Vision sold 200 John Hancock Financial Opportunities Fund shares in Q1 2017, an estimated $7K.
  • Live Your Vision first reported a position in John Hancock Financial Opportunities Fund in Q4 2016 and held it in 1 quarter.
  • Live Your Vision's John Hancock Financial Opportunities Fund position peaked at $7K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2017.

Based on Live Your Vision's 13F filing for Q1 2017, filed 11 May 2017.