M&T Bank
BTO

M&T Bank’s John Hancock Financial Opportunities Fund BTO Stock Holding History

M&T Bank’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
2018
Q3 		– Sell
-5,419
Closed -$202K – 1561
2018
Q2 		$202K Sell
5,419
-555
-9% -$21.5K ﹤0.01% 1420
2018
Q1 		$229K Buy
5,974
+275
+5% +$10.8K ﹤0.01% 1366
2017
Q4 		$224K Buy
+5,699
New +$213K ﹤0.01% 1380

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank's BTO Position: Q3 2018 in Review

M&T Bank sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2018, closing a stake of 5,419 shares — an estimated $202K sold.

M&T Bank first reported a position in BTO in Q4 2017 and held it in 3 quarters. The position peaked at $229K in Q1 2018. 68 funds tracked by Wall St. Rank hold BTO as of Q3 2018.

  • M&T Bank reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • M&T Bank sold 5,419 John Hancock Financial Opportunities Fund shares in Q3 2018, an estimated $202K.
  • M&T Bank first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 3 quarters.
  • M&T Bank's John Hancock Financial Opportunities Fund position peaked at $229K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2018.

Based on M&T Bank's 13F filing for Q3 2018, filed 9 Nov 2018.