SMH
BTO

Sanders Morris Harris’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Sanders Morris Harris’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
Q1 		– Sell
-12,386
Closed -$456K – 171
2019
Q4 		$456K Hold
12,386
– – 0.1% 169
2019
Q3 		$386K Sell
12,386
-1,619
-12% -$51.3K 0.09% 173
2019
Q2 		$457K Buy
+14,005
New +$456K 0.12% 156

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sanders Morris Harris's BTO Position: Q1 2020 in Review

Sanders Morris Harris sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2020, closing a stake of 12,386 shares — an estimated $456K sold.

Sanders Morris Harris first reported a position in BTO in Q2 2019 and held it in 3 quarters. The position peaked at $457K in Q2 2019. 57 funds tracked by Wall St. Rank hold BTO as of Q1 2020.

  • Sanders Morris Harris reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 12,386 John Hancock Financial Opportunities Fund shares in Q1 2020, an estimated $456K.
  • Sanders Morris Harris first reported a position in John Hancock Financial Opportunities Fund in Q2 2019 and held it in 3 quarters.
  • Sanders Morris Harris's John Hancock Financial Opportunities Fund position peaked at $457K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.