Arlington Financial Advisors, LLC John Hancock Financial Opportunities Fund Transaction History

Arlington Financial Advisors, LLC

$394 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	$26.17 - $37.63 $1.3 Million - $1.87 Million	-49,611 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$36.88 - $39.2 $83,865 - $89,140	-2,274 Reduced 4.38%	49,611 $1.77 Million
Q2 2018 Aug 13, 2018	BUY	$37.1 - $40.0 $152,110 - $164,000	4,100 Added 8.58%	51,885 $2 Million
Q1 2018 Apr 20, 2018	SELL	$36.89 - $40.76 $2,471 - $2,730	-67 Reduced 0.14%	47,785 $1.84 Million
Q4 2017 Feb 01, 2018	BUY	$34.68 - $39.59 $1.66 Million - $1.89 Million	47,852	47,852 $1.93 Million

Others Institutions Holding BTO

# of Institutions

82

Shares Held

4.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.28M
Shares

$43.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

596K
Shares

$20.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$13.8 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

228K
Shares

$7.84 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

227K
Shares

$7.8 Million
0.3% of portfolio

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

Ticker BTO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arlington Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arlington Financial Advisors, LLC with notifications on news.