Trustmark National Bank Trust Department’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Trustmark National Bank Trust Department’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
2019 Q1	–	Sell	-500	Closed	-$14K	–	589
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	431
2018 Q3	$19K	Buy	+500	New	+$19.1K	﹤0.01%	435

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

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

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

Trustmark National Bank Trust Department's BTO Position: Q1 2019 in Review

Trustmark National Bank Trust Department sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2019, closing a stake of 500 shares — an estimated $14K sold.

Trustmark National Bank Trust Department first reported a position in BTO in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 66 funds tracked by Wall St. Rank hold BTO as of Q1 2019.

Trustmark National Bank Trust Department reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 500 John Hancock Financial Opportunities Fund shares in Q1 2019, an estimated $14K.
Trustmark National Bank Trust Department first reported a position in John Hancock Financial Opportunities Fund in Q3 2018 and held it in 2 quarters.
Trustmark National Bank Trust Department's John Hancock Financial Opportunities Fund position peaked at $19K in Q3 2018.
66 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2019, filed 13 May 2019.