SEI Investments
BTO

SEI Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

SEI Investments’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
-906
Closed -$34K – 2604
2018
Q2 		$34K Buy
906
+156
+21% +$6.05K ﹤0.01% 2625
2018
Q1 		$29K Sell
750
-544
-42% -$21.4K ﹤0.01% 2529
2017
Q4 		$51K Buy
1,294
+294
+29% +$11K ﹤0.01% 2350
2017
Q3 		$37K Buy
+1,000
New +$34.7K ﹤0.01% 2342

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

SEI Investments's BTO Position: Q3 2018 in Review

SEI Investments sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2018, closing a stake of 906 shares — an estimated $34K sold.

SEI Investments first reported a position in BTO in Q3 2017 and held it in 4 quarters. The position peaked at $51K in Q4 2017. 68 funds tracked by Wall St. Rank hold BTO as of Q3 2018.

  • SEI Investments reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 906 John Hancock Financial Opportunities Fund shares in Q3 2018, an estimated $34K.
  • SEI Investments first reported a position in John Hancock Financial Opportunities Fund in Q3 2017 and held it in 4 quarters.
  • SEI Investments's John Hancock Financial Opportunities Fund position peaked at $51K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.