Moors & Cabot’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Moors & Cabot’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
2022 Q4	–	Sell	-6,604	Closed	-$208K	–	860
2022 Q3	$208K	Hold	6,604	–	–	0.02%	695
2022 Q2	$245K	Buy	6,604 +600	+10%	+$22.1K	0.02%	627
2022 Q1	$241K	Sell	6,004 -601	-9%	-$26.7K	0.01%	714
2021 Q4	$308K	Sell	6,605 -600	-8%	-$26.3K	0.02%	618
2021 Q3	$308K	Hold	7,205	–	–	0.02%	593
2021 Q2	$270K	Buy	7,205 +400	+6%	+$15.8K	0.02%	605
2021 Q1	$260K	Buy	+6,805	New	+$237K	0.02%	585
2020 Q3	–	Sell	-9,256	Closed	-$213K	–	713
2020 Q2	$213K	Buy	+9,256	New	+$200K	0.02%	562

Other funds holding BTO

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 San Francisco, California $530B AUM 22.01% 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

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Moors & Cabot's BTO Position: Q4 2022 in Review

Moors & Cabot sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2022, closing a stake of 6,604 shares — an estimated $208K sold.

Moors & Cabot first reported a position in BTO in Q2 2020 and held it in 8 quarters. The position peaked at $308K in Q4 2021. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2022.

Moors & Cabot reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Moors & Cabot sold 6,604 John Hancock Financial Opportunities Fund shares in Q4 2022, an estimated $208K.
Moors & Cabot first reported a position in John Hancock Financial Opportunities Fund in Q2 2020 and held it in 8 quarters.
Moors & Cabot's John Hancock Financial Opportunities Fund position peaked at $308K in Q4 2021.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2022.

Based on Moors & Cabot's 13F filing for Q4 2022, filed 7 Feb 2023.