MassMutual Private Wealth & Trust’s John Hancock Financial Opportunities Fund BTO Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-650	Closed	-$24K	–	676
2019 Q4	$24K	Hold	650	–	–	﹤0.01%	508
2019 Q3	$21K	Buy	+650	New	+$20.6K	﹤0.01%	508
2015 Q4	–	Sell	-50	Closed	-$1.11K	–	833
2015 Q3	$1.11K	Buy	+50	New	+$1.35K	﹤0.01%	740
2014 Q4	–	Sell	-50	Closed	-$1.11K	–	615
2014 Q3	$1.11K	Buy	+50	New	+$1.13K	﹤0.01%	711

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

RJA

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

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's BTO Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2020, closing a stake of 650 shares — an estimated $24K sold.

MassMutual Private Wealth & Trust first reported a position in BTO in Q3 2014 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 57 funds tracked by Wall St. Rank hold BTO as of Q1 2020.

MassMutual Private Wealth & Trust reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2020 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 650 John Hancock Financial Opportunities Fund shares in Q1 2020, an estimated $24K.
MassMutual Private Wealth & Trust first reported a position in John Hancock Financial Opportunities Fund in Q3 2014 and held it in 4 quarters.
MassMutual Private Wealth & Trust's John Hancock Financial Opportunities Fund position peaked at $24K in Q4 2019.
57 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.