RWP
BTO

RWA Wealth Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-9
Closed – – 295
2018
Q2 		$0 Hold
9
– – ﹤0.01% 802
2018
Q1 		$0 Buy
+9
New +$354 ﹤0.01% 587

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWA Wealth Partners's BTO Position: Q3 2018 in Review

RWA Wealth Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2018, closing a stake of 9 shares.

RWA Wealth Partners first reported a position in BTO in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 68 funds tracked by Wall St. Rank hold BTO as of Q3 2018.

  • RWA Wealth Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 9 John Hancock Financial Opportunities Fund shares in Q3 2018.
  • RWA Wealth Partners first reported a position in John Hancock Financial Opportunities Fund in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's John Hancock Financial Opportunities Fund position peaked at $0 in Q2 2018.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.