Wealthcare Advisory Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-250	Closed	-$10K	–	725
2021 Q1	$10K	Buy	+250	New	+$8.72K	﹤0.01%	1442
2020 Q2	–	Sell	-250	Closed	-$5K	–	448
2020 Q1	$5K	Hold	250	–	–	﹤0.01%	1089
2019 Q4	$9K	Hold	250	–	–	﹤0.01%	961
2019 Q3	$8K	Hold	250	–	–	﹤0.01%	961
2019 Q2	$8K	Hold	250	–	–	﹤0.01%	950
2019 Q1	$8K	Hold	250	–	–	﹤0.01%	857
2018 Q4	$7K	Hold	250	–	–	﹤0.01%	855
2018 Q3	$9K	Hold	250	–	–	﹤0.01%	862
2018 Q2	$9K	Buy	+250	New	+$9.69K	﹤0.01%	853

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

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

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

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

NSAM

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

RJA

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wealthcare Advisory Partners's BTO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2021, closing a stake of 250 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in BTO in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q1 2021. 68 funds tracked by Wall St. Rank hold BTO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 250 John Hancock Financial Opportunities Fund shares in Q2 2021, an estimated $10K.
Wealthcare Advisory Partners first reported a position in John Hancock Financial Opportunities Fund in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's John Hancock Financial Opportunities Fund position peaked at $10K in Q1 2021.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.