TPWA
BTO

TRUE Private Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

TRUE Private Wealth Advisors’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
-612
Closed -$22.9K – 328
2018
Q3 		$22.9K Buy
+612
New +$23.4K ﹤0.01% 581

Other funds holding BTO

Morgan Stanley
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
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUE Private Wealth Advisors's BTO Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2018, closing a stake of 612 shares — an estimated $22.9K sold.

TRUE Private Wealth Advisors first reported a position in BTO in Q3 2018 and held it in 1 quarter. The position peaked at $22.9K in Q3 2018. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 612 John Hancock Financial Opportunities Fund shares in Q4 2018, an estimated $22.9K.
  • TRUE Private Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $22.9K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.