UFA
BTO

US Financial Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

US Financial 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
2015
Q4 		– Sell
-222
Closed -$6K – 613
2015
Q3 		$6K Hold
222
– – 0.01% 285
2015
Q2 		$6K Hold
222
– – 0.01% 268
2015
Q1 		$5K Buy
+222
New +$5.03K ﹤0.01% 310

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

US Financial Advisors's BTO Position: Q4 2015 in Review

US Financial Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2015, closing a stake of 222 shares — an estimated $6K sold.

US Financial Advisors first reported a position in BTO in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q3 2015. 53 funds tracked by Wall St. Rank hold BTO as of Q4 2015.

  • US Financial Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 222 John Hancock Financial Opportunities Fund shares in Q4 2015, an estimated $6K.
  • US Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2015 and held it in 3 quarters.
  • US Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $6K in Q3 2015.
  • 53 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.