RJFSA
BTO

Raymond James Financial Services Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$13.3M Buy
401,058
+17,552
+5% +$554K 0.02% 738
2024
Q2 		$10.7M Sell
383,506
-26,632
-6% -$741K 0.02% 791
2024
Q1 		$12.1M Sell
410,138
-10,645
-3% -$311K 0.02% 713
2023
Q4 		$12.7M Buy
420,783
+30,636
+8% +$830K 0.02% 658
2023
Q3 		$10.2M Sell
390,147
-3,737
-0.9% -$104K 0.02% 696
2023
Q2 		$10.6M Sell
393,884
-35,751
-8% -$965K 0.02% 694
2023
Q1 		$13.1M Buy
429,635
+29,262
+7% +$1M 0.02% 590
2022
Q4 		$13.3M Buy
400,373
+19,806
+5% +$671K 0.03% 555
2022
Q3 		$12M Sell
380,567
-16,485
-4% -$599K 0.03% 554
2022
Q2 		$14.7M Sell
397,052
-9,541
-2% -$352K 0.03% 497
2022
Q1 		$16.3M Buy
406,593
+37,659
+10% +$1.67M 0.03% 510
2021
Q4 		$17.2M Sell
368,934
-1,177
-0.3% -$51.7K 0.03% 492
2021
Q3 		$15.7M Buy
370,111
+11,554
+3% +$467K 0.03% 513
2021
Q2 		$13.5M Sell
358,557
-18,171
-5% -$719K 0.03% 556
2021
Q1 		$14.5M Sell
376,728
-49,390
-12% -$1.72M 0.03% 487
2020
Q4 		$12.9M Buy
426,118
+12,710
+3% +$333K 0.03% 475
2020
Q3 		$8.86M Sell
413,408
-15,834
-4% -$347K 0.03% 548
2020
Q2 		$9.85M Buy
+429,242
New +$9.25M 0.03% 460
2020
Q1 		– Sell
-350,653
Closed -$12.7M – 2455
2019
Q4 		$12.7M Buy
350,653
+26,242
+8% +$896K 0.04% 431
2019
Q3 		$10.4M Buy
324,411
+21,115
+7% +$669K 0.04% 457
2019
Q2 		$9.77M Buy
303,296
+8,265
+3% +$269K 0.04% 454
2019
Q1 		$9.41M Buy
295,031
+2,987
+1% +$99.3K 0.04% 442
2018
Q4 		$8.16M Buy
292,044
+41,509
+17% +$1.39M 0.04% 401
2018
Q3 		$9.27M Buy
250,535
+26,017
+12% +$994K 0.04% 444
2018
Q2 		$8.35M Buy
224,518
+12,964
+6% +$503K 0.04% 441
2018
Q1 		$8.11M Buy
211,554
+82,840
+64% +$3.26M 0.05% 407
2017
Q4 		$5.06M Buy
128,714
+61,288
+91% +$2.29M 0.03% 530
2017
Q3 		$2.51M Buy
67,426
+12,295
+22% +$427K 0.02% 812
2017
Q2 		$1.99M Buy
55,131
+778
+1% +$27.1K 0.01% 891
2017
Q1 		$1.85M Buy
54,353
+16,390
+43% +$588K 0.01% 872
2016
Q4 		$1.38M Buy
37,963
+25,890
+214% +$817K 0.01% 956
2016
Q3 		$335K Buy
12,073
+1,912
+19% +$51.8K ﹤0.01% 1716
2016
Q2 		$261K Sell
10,161
-1,035
-9% -$26.1K ﹤0.01% 1807
2016
Q1 		$272K Sell
11,196
-37,718
-77% -$871K ﹤0.01% 1607
2015
Q4 		$1.37M Buy
+48,914
New +$1.33M 0.02% 790
2015
Q2 		– Sell
-27,640
Closed -$647K – 627
2015
Q1 		$647K Hold
27,640
– – 0.03% 427
2014
Q4 		$651K Sell
27,640
-65
-0.2% -$1.48K 0.03% 424
2014
Q3 		$616K Hold
27,705
– – 0.03% 427
2014
Q2 		$641K Sell
27,705
-1,420
-5% -$32.5K 0.04% 388
2014
Q1 		$701K Hold
29,125
– – 0.04% 395
2013
Q4 		$686K Hold
29,125
– – 0.04% 386
2013
Q3 		$625K Sell
29,125
-25,883
-47% -$586K 0.04% 377
2013
Q2 		$1.18M Buy
+55,008
New +$1.15M 0.03% 562

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 Financial Services Advisors's BTO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 4.6% in Q3 2024, buying an estimated $554K and bringing the position to 401,058 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #738.

Raymond James Financial Services Advisors first reported a position in BTO in Q2 2013 and has held it in 43 quarters since. The position peaked at $17.2M in Q4 2021. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2024.

  • Raymond James Financial Services Advisors held 401,058 shares of John Hancock Financial Opportunities Fund worth $13.3M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 17,552 John Hancock Financial Opportunities Fund shares in Q3 2024, an estimated $554K.
  • John Hancock Financial Opportunities Fund made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #738 holding.
  • Raymond James Financial Services Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 43 quarters since.
  • Raymond James Financial Services Advisors's John Hancock Financial Opportunities Fund position peaked at $17.2M in Q4 2021.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.