Oxbow Advisors
BTO icon

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

Oxbow 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
2020
Q2 		– Sell
-20,475
Closed -$376K – 273
2020
Q1 		$376K Sell
20,475
-460
-2% -$13.6K 0.06% 198
2019
Q4 		$760K Hold
20,935
– – 0.09% 169
2019
Q3 		$673K Buy
+20,935
New +$664K 0.09% 175

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Oxbow Advisors's BTO Position: Q2 2020 in Review

Oxbow Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2020, closing a stake of 20,475 shares — an estimated $376K sold.

Oxbow Advisors first reported a position in BTO in Q3 2019 and held it in 3 quarters. The position peaked at $760K in Q4 2019. 50 funds tracked by Wall St. Rank hold BTO as of Q2 2020.

  • Oxbow Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Oxbow Advisors sold 20,475 John Hancock Financial Opportunities Fund shares in Q2 2020, an estimated $376K.
  • Oxbow Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2019 and held it in 3 quarters.
  • Oxbow Advisors's John Hancock Financial Opportunities Fund position peaked at $760K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2020.

Based on Oxbow Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.