RJA
BTO

Raymond James & Associates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Raymond James & Associates’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
2024
Q3 		$3.86M Sell
116,331
-1,447
-1% -$45.7K ﹤0.01% 1832
2024
Q2 		$3.3M Sell
117,778
-1,505
-1% -$41.8K ﹤0.01% 1866
2024
Q1 		$3.53M Buy
119,283
+3,137
+3% +$91.6K ﹤0.01% 1809
2023
Q4 		$3.49M Sell
116,146
-4,564
-4% -$124K ﹤0.01% 1761
2023
Q3 		$3.17M Buy
120,710
+3,085
+3% +$85.6K ﹤0.01% 1750
2023
Q2 		$3.15M Sell
117,625
-69,924
-37% -$1.89M ﹤0.01% 1788
2023
Q1 		$5.73M Buy
187,549
+35,885
+24% +$1.23M 0.01% 1376
2022
Q4 		$5.05M Buy
151,664
+16,247
+12% +$551K ﹤0.01% 1389
2022
Q3 		$4.27M Sell
135,417
-4,895
-3% -$178K ﹤0.01% 1471
2022
Q2 		$5.21M Buy
140,312
+3,550
+3% +$131K 0.01% 1382
2022
Q1 		$5.5M Buy
136,762
+11,299
+9% +$502K ﹤0.01% 1445
2021
Q4 		$5.84M Buy
125,463
+8,838
+8% +$388K ﹤0.01% 1449
2021
Q3 		$4.96M Buy
116,625
+5,662
+5% +$229K ﹤0.01% 1501
2021
Q2 		$4.17M Buy
110,963
+532
+0.5% +$21.1K ﹤0.01% 1610
2021
Q1 		$4.25M Buy
110,431
+9,205
+9% +$321K ﹤0.01% 1525
2020
Q4 		$3.07M Sell
101,226
-8,408
-8% -$220K ﹤0.01% 1621
2020
Q3 		$2.35M Sell
109,634
-109,609
-50% -$2.4M ﹤0.01% 1646
2020
Q2 		$5.03M Sell
219,243
-11,914
-5% -$257K 0.01% 1181
2020
Q1 		$4.24M Buy
231,157
+17,933
+8% +$532K 0.01% 1134
2019
Q4 		$7.74M Buy
213,224
+17,148
+9% +$586K 0.01% 1013
2019
Q3 		$6.31M Sell
196,076
-2,159
-1% -$68.4K 0.01% 1099
2019
Q2 		$6.38M Sell
198,235
-3,416
-2% -$111K 0.01% 1089
2019
Q1 		$6.43M Sell
201,651
-3,200
-2% -$106K 0.01% 1052
2018
Q4 		$5.72M Sell
204,851
-107,412
-34% -$3.61M 0.01% 1041
2018
Q3 		$11.6M Buy
312,263
+19,358
+7% +$740K 0.02% 762
2018
Q2 		$10.9M Buy
292,905
+54,461
+23% +$2.11M 0.02% 768
2018
Q1 		$9.14M Buy
238,444
+41,545
+21% +$1.63M 0.02% 826
2017
Q4 		$7.74M Buy
196,899
+11,939
+6% +$446K 0.01% 899
2017
Q3 		$6.89M Buy
184,960
+84,423
+84% +$2.93M 0.01% 926
2017
Q2 		$3.62M Buy
100,537
+10,840
+12% +$378K 0.01% 1198
2017
Q1 		$3.05M Buy
89,697
+18,878
+27% +$678K 0.01% 1277
2016
Q4 		$2.57M Buy
70,819
+18,542
+35% +$585K 0.01% 1333
2016
Q3 		$1.45M Sell
52,277
-6,284
-11% -$170K ﹤0.01% 1654
2016
Q2 		$1.5M Buy
58,561
+13,600
+30% +$344K ﹤0.01% 1495
2016
Q1 		$1.09M Sell
44,961
-6,398
-12% -$148K ﹤0.01% 1631
2015
Q4 		$1.44M Buy
51,359
+12,357
+32% +$336K 0.01% 1437
2015
Q3 		$987K Sell
39,002
-13,632
-26% -$368K ﹤0.01% 1604
2015
Q2 		$1.43M Buy
52,634
+20,167
+62% +$503K 0.01% 1528
2015
Q1 		$760K Buy
32,467
+2,676
+9% +$60.6K ﹤0.01% 1821
2014
Q4 		$702K Sell
29,791
-253
-0.8% -$5.76K ﹤0.01% 1772
2014
Q3 		$668K Buy
30,044
+4,346
+17% +$98.5K ﹤0.01% 1727
2014
Q2 		$595K Buy
25,698
+2,016
+9% +$46.1K ﹤0.01% 1759
2014
Q1 		$570K Buy
23,682
+543
+2% +$12.6K ﹤0.01% 1729
2013
Q4 		$545K Buy
23,139
+8,882
+62% +$198K ﹤0.01% 1633
2013
Q3 		$306K Sell
14,257
-3,354
-19% -$75.9K ﹤0.01% 1781
2013
Q2 		$377K Buy
+17,611
New +$369K ﹤0.01% 1634

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Raymond James & Associates's BTO Position: Q3 2024 in Review

Raymond James & Associates reduced its John Hancock Financial Opportunities Fund (BTO) stake by 1.2% in Q3 2024, selling an estimated $45.7K and leaving 116,331 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Raymond James & Associates first reported a position in BTO in Q2 2013 and has held it in 46 quarters since. The position peaked at $11.6M in Q3 2018. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2024.

  • Raymond James & Associates held 116,331 shares of John Hancock Financial Opportunities Fund worth $3.86M as of Q3 2024.
  • Raymond James & Associates sold 1,447 John Hancock Financial Opportunities Fund shares in Q3 2024, an estimated $45.7K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1832 holding.
  • Raymond James & Associates first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's John Hancock Financial Opportunities Fund position peaked at $11.6M in Q3 2018.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.