Baird Financial Group
BTO

Baird Financial Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Baird Financial Group’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
2016
Q4 		– Sell
-52,492
Closed -$1.46M – 1199
2016
Q3 		$1.46M Hold
52,492
– – 0.01% 649
2016
Q2 		$1.35M Sell
52,492
-250
-0.5% -$6.32K 0.01% 651
2016
Q1 		$1.28M Hold
52,742
– – 0.01% 650
2015
Q4 		$1.48M Buy
+52,742
New +$1.43M 0.01% 603

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's BTO Position: Q4 2016 in Review

Baird Financial Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2016, closing a stake of 52,492 shares — an estimated $1.46M sold.

Baird Financial Group first reported a position in BTO in Q4 2015 and held it in 4 quarters. The position peaked at $1.48M in Q4 2015. 48 funds tracked by Wall St. Rank hold BTO as of Q4 2016.

  • Baird Financial Group reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Baird Financial Group sold 52,492 John Hancock Financial Opportunities Fund shares in Q4 2016, an estimated $1.46M.
  • Baird Financial Group first reported a position in John Hancock Financial Opportunities Fund in Q4 2015 and held it in 4 quarters.
  • Baird Financial Group's John Hancock Financial Opportunities Fund position peaked at $1.48M in Q4 2015.
  • 48 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2016.

Based on Baird Financial Group's 13F filing for Q4 2016, filed 10 Feb 2017.