PA
BTO

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

Parallel 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
Q1 		– Sell
-1,125
Closed -$41K – 2398
2019
Q4 		$41K Hold
1,125
– – ﹤0.01% 1101
2019
Q3 		$36K Hold
1,125
– – ﹤0.01% 1105
2019
Q2 		$36K Hold
1,125
– – ﹤0.01% 1023
2019
Q1 		$36K Buy
+1,125
New +$37.4K ﹤0.01% 973

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
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
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
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

Parallel Advisors's BTO Position: Q1 2020 in Review

Parallel Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2020, closing a stake of 1,125 shares — an estimated $41K sold.

Parallel Advisors first reported a position in BTO in Q1 2019 and held it in 4 quarters. The position peaked at $41K in Q4 2019. 57 funds tracked by Wall St. Rank hold BTO as of Q1 2020.

  • Parallel Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Parallel Advisors sold 1,125 John Hancock Financial Opportunities Fund shares in Q1 2020, an estimated $41K.
  • Parallel Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and held it in 4 quarters.
  • Parallel Advisors's John Hancock Financial Opportunities Fund position peaked at $41K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2020.

Based on Parallel Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.