RIA
BTO

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

Regal 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
2015
Q2 		– Sell
-212
Closed -$5K – 930
2015
Q1 		$5K Hold
212
– – ﹤0.01% 804
2014
Q4 		$5K Sell
212
-100
-32% -$2.28K ﹤0.01% 747
2014
Q3 		$7K Buy
312
+100
+47% +$2.27K ﹤0.01% 743
2014
Q2 		$5K Hold
212
– – ﹤0.01% 761
2014
Q1 		$5K Hold
212
– – ﹤0.01% 734
2013
Q4 		$5K Hold
212
– – ﹤0.01% 669
2013
Q3 		$5K Hold
212
– – ﹤0.01% 700
2013
Q2 		$5K Buy
+212
New +$4.44K ﹤0.01% 689

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LH
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return

Regal Investment Advisors's BTO Position: Q2 2015 in Review

Regal Investment Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2015, closing a stake of 212 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in BTO in Q2 2013 and held it in 8 quarters. The position peaked at $7K in Q3 2014. 46 funds tracked by Wall St. Rank hold BTO as of Q2 2015.

  • Regal Investment Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 212 John Hancock Financial Opportunities Fund shares in Q2 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's John Hancock Financial Opportunities Fund position peaked at $7K in Q3 2014.
  • 46 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.