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

Royal Fund Management’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	-848	Closed	-$15K	–	198
2020 Q1	$15K	Hold	848	–	–	0.01%	329
2019 Q4	$30K	Hold	848	–	–	0.01%	282
2019 Q3	$27K	Hold	848	–	–	0.01%	289
2019 Q2	$27K	Hold	848	–	–	0.01%	280
2019 Q1	$27K	Hold	848	–	–	0.01%	262
2018 Q4	$23K	Hold	848	–	–	0.01%	251
2018 Q3	$31K	Hold	848	–	–	0.01%	229
2018 Q2	$31K	Hold	848	–	–	0.01%	244
2018 Q1	$32K	Hold	848	–	–	0.01%	235
2017 Q4	$33K	Buy	+848	New	+$31.7K	0.01%	238

Other funds holding BTO

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Fund Management's BTO Position: Q2 2020 in Review

Royal Fund Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2020, closing a stake of 848 shares — an estimated $15K sold.

Royal Fund Management first reported a position in BTO in Q4 2017 and held it in 10 quarters. The position peaked at $33K in Q4 2017. 50 funds tracked by Wall St. Rank hold BTO as of Q2 2020.

Royal Fund Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 848 John Hancock Financial Opportunities Fund shares in Q2 2020, an estimated $15K.
Royal Fund Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 10 quarters.
Royal Fund Management's John Hancock Financial Opportunities Fund position peaked at $33K in Q4 2017.
50 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.