MFW
BTO

Mosaic Family Wealth’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-205
Closed -$8K – 707
2017
Q3 		$8K Buy
+205
New +$7.12K ﹤0.01% 596

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Mosaic Family Wealth's BTO Position: Q4 2017 in Review

Mosaic Family Wealth sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2017, closing a stake of 205 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in BTO in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 58 funds tracked by Wall St. Rank hold BTO as of Q4 2017.

  • Mosaic Family Wealth reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 205 John Hancock Financial Opportunities Fund shares in Q4 2017, an estimated $8K.
  • Mosaic Family Wealth first reported a position in John Hancock Financial Opportunities Fund in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's John Hancock Financial Opportunities Fund position peaked at $8K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.