TC
BTO

TFS Capital’s John Hancock Financial Opportunities Fund BTO Stock Holding History

TFS Capital’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
2017
Q2 		– Sell
-8,796
Closed -$299K – 630
2017
Q1 		$299K Buy
+8,796
New +$316K 0.1% 373

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return

TFS Capital's BTO Position: Q2 2017 in Review

TFS Capital sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2017, closing a stake of 8,796 shares — an estimated $299K sold.

TFS Capital first reported a position in BTO in Q1 2017 and held it in 1 quarter. The position peaked at $299K in Q1 2017. 51 funds tracked by Wall St. Rank hold BTO as of Q2 2017.

  • TFS Capital reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • TFS Capital sold 8,796 John Hancock Financial Opportunities Fund shares in Q2 2017, an estimated $299K.
  • TFS Capital first reported a position in John Hancock Financial Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • TFS Capital's John Hancock Financial Opportunities Fund position peaked at $299K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2017.

Based on TFS Capital's 13F filing for Q2 2017, filed 11 Aug 2017.