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

Stratos 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 Q4	–	Sell	-1,444	Closed	-$53K	–	1019
2018 Q3	$53K	Buy	+1,444	New	+$55.2K	﹤0.01%	1421
2018 Q2	–	Sell	-1,294	Closed	-$50K	–	1168
2018 Q1	$50K	Sell	1,294 -2,500	-66%	-$98.3K	﹤0.01%	1573
2017 Q4	$149K	Sell	3,794 -10,250	-73%	-$383K	0.01%	993
2017 Q3	$523K	Sell	14,044 -7,718	-35%	-$268K	0.02%	498
2017 Q2	$784K	Sell	21,762 -4,930	-18%	-$172K	0.04%	337
2017 Q1	$908K	Buy	26,692 +13,272	+99%	+$476K	0.05%	294
2016 Q4	$487K	Buy	+13,420	New	+$424K	0.03%	395

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

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's BTO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2018, closing a stake of 1,444 shares — an estimated $53K sold.

Stratos Wealth Partners first reported a position in BTO in Q4 2016 and held it in 7 quarters. The position peaked at $908K in Q1 2017. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2018.

Stratos Wealth Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,444 John Hancock Financial Opportunities Fund shares in Q4 2018, an estimated $53K.
Stratos Wealth Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2016 and held it in 7 quarters.
Stratos Wealth Partners's John Hancock Financial Opportunities Fund position peaked at $908K in Q1 2017.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.