SG Americas Securities
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SG Americas Securities’s John Hancock Financial Opportunities Fund BTO Stock Holding History

SG Americas Securities’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
2015
Q1 		– Sell
-16,133
Closed -$380K – 2563
2014
Q4 		$380K Buy
+16,133
New +$367K ﹤0.01% 1870
2014
Q1 		– Sell
-24,744
Closed -$583K – 2442
2013
Q4 		$583K Buy
+24,744
New +$553K ﹤0.01% 1479

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lebenthal Holdings
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return

SG Americas Securities's BTO Position: Q1 2015 in Review

SG Americas Securities sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2015, closing a stake of 16,133 shares — an estimated $380K sold.

SG Americas Securities first reported a position in BTO in Q4 2013 and held it in 2 quarters. The position peaked at $583K in Q4 2013. 55 funds tracked by Wall St. Rank hold BTO as of Q1 2015.

  • SG Americas Securities reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • SG Americas Securities sold 16,133 John Hancock Financial Opportunities Fund shares in Q1 2015, an estimated $380K.
  • SG Americas Securities first reported a position in John Hancock Financial Opportunities Fund in Q4 2013 and held it in 2 quarters.
  • SG Americas Securities's John Hancock Financial Opportunities Fund position peaked at $583K in Q4 2013.
  • 55 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2015.

Based on SG Americas Securities's 13F filing for Q1 2015, filed 13 May 2015.