RMC
BTO

Resources Management Corp’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Resources Management Corp’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
2020
Q2 		– Sell
-200
Closed -$4K – 475
2020
Q1 		$4K Hold
200
– – ﹤0.01% 423
2019
Q4 		$7K Buy
+200
New +$6.83K ﹤0.01% 403

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Resources Management Corp's BTO Position: Q2 2020 in Review

Resources Management Corp sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2020, closing a stake of 200 shares — an estimated $4K sold.

Resources Management Corp first reported a position in BTO in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 50 funds tracked by Wall St. Rank hold BTO as of Q2 2020.

  • Resources Management Corp reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Resources Management Corp sold 200 John Hancock Financial Opportunities Fund shares in Q2 2020, an estimated $4K.
  • Resources Management Corp first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Resources Management Corp's John Hancock Financial Opportunities Fund position peaked at $7K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2020.

Based on Resources Management Corp's 13F filing for Q2 2020, filed 11 Aug 2020.