RIA
BTO

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

Realta Investment 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
2019
Q3 		– Sell
-441
Closed -$13K – 1616
2019
Q2 		$13K Buy
+441
New +$14.4K ﹤0.01% 1060

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
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Realta Investment Advisors's BTO Position: Q3 2019 in Review

Realta Investment Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2019, closing a stake of 441 shares — an estimated $13K sold.

Realta Investment Advisors first reported a position in BTO in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2019.

  • Realta Investment Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 441 John Hancock Financial Opportunities Fund shares in Q3 2019, an estimated $13K.
  • Realta Investment Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's John Hancock Financial Opportunities Fund position peaked at $13K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.