LA
BTO

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

LM 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
2024
Q1 		– Sell
-154
Closed -$4.64K – 279
2023
Q4 		$4.64K Buy
+154
New +$4.17K ﹤0.01% 600

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
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
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LM Advisors's BTO Position: Q1 2024 in Review

LM Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2024, closing a stake of 154 shares — an estimated $4.64K sold.

LM Advisors first reported a position in BTO in Q4 2023 and held it in 1 quarter. The position peaked at $4.64K in Q4 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q1 2024.

  • LM Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 154 John Hancock Financial Opportunities Fund shares in Q1 2024, an estimated $4.64K.
  • LM Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's John Hancock Financial Opportunities Fund position peaked at $4.64K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.