People's United Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

People's United Financial’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 Q3	–	Sell	-1,000	Closed	-$36K	–	579
2017 Q2	$36K	Hold	1,000	–	–	﹤0.01%	773
2017 Q1	$34K	Hold	1,000	–	–	﹤0.01%	767
2016 Q4	$36K	Hold	1,000	–	–	﹤0.01%	740
2016 Q3	$28K	Hold	1,000	–	–	﹤0.01%	627
2016 Q2	$26K	Hold	1,000	–	–	﹤0.01%	636
2016 Q1	$24K	Hold	1,000	–	–	﹤0.01%	633
2015 Q4	$28K	Sell	1,000 -3,000	-75%	-$81.6K	﹤0.01%	632
2015 Q3	$101K	Hold	4,000	–	–	0.01%	486
2015 Q2	$109K	Hold	4,000	–	–	0.01%	490
2015 Q1	$94K	Sell	4,000 -400	-9%	-$9.06K	﹤0.01%	491
2014 Q4	$104K	Hold	4,400	–	–	0.01%	484
2014 Q3	$98K	Sell	4,400 -1,271	-22%	-$28.8K	0.01%	486
2014 Q2	$131K	Hold	5,671	–	–	0.01%	472
2014 Q1	$136K	Hold	5,671	–	–	0.01%	433
2013 Q4	$134K	Sell	5,671 -2,560	-31%	-$57.2K	0.01%	434
2013 Q3	$177K	Buy	8,231 +3,831	+87%	+$86.7K	0.01%	406
2013 Q2	$94K	Buy	+4,400	New	+$92.2K	0.01%	433

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

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

People's United Financial's BTO Position: Q3 2017 in Review

People's United Financial sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2017, closing a stake of 1,000 shares — an estimated $36K sold.

People's United Financial first reported a position in BTO in Q2 2013 and held it in 17 quarters. The position peaked at $177K in Q3 2013. 51 funds tracked by Wall St. Rank hold BTO as of Q3 2017.

People's United Financial reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 1,000 John Hancock Financial Opportunities Fund shares in Q3 2017, an estimated $36K.
People's United Financial first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 17 quarters.
People's United Financial's John Hancock Financial Opportunities Fund position peaked at $177K in Q3 2013.
51 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.