Bank of Montreal
BTO

Bank of Montreal’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Bank of Montreal’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
-2,629
Closed -$102K – 3826
2021
Q1 		$102K Sell
2,629
-8
-0.3% -$279 ﹤0.01% 3365
2020
Q4 		$87K Hold
2,637
– – ﹤0.01% 3659
2020
Q3 		$60K Sell
2,637
-51
-2% -$1.12K ﹤0.01% 3347
2020
Q2 		$54K Hold
2,688
– – ﹤0.01% 3408
2020
Q1 		$46K Sell
2,688
-26,989
-91% -$800K ﹤0.01% 2918
2019
Q4 		$1.08M Buy
29,677
+3,875
+15% +$132K ﹤0.01% 2227
2019
Q3 		$830K Buy
25,802
+22,477
+676% +$713K ﹤0.01% 2170
2019
Q2 		$107K Hold
3,325
– – ﹤0.01% 3288
2019
Q1 		$106K Sell
3,325
-3,694
-53% -$123K ﹤0.01% 3030
2018
Q4 		$196K Buy
7,019
+183
+3% +$6.14K ﹤0.01% 2593
2018
Q3 		$253K Sell
6,836
-578
-8% -$22.1K ﹤0.01% 2629
2018
Q2 		$276K Sell
7,414
-3,703
-33% -$144K ﹤0.01% 2619
2018
Q1 		$426K Sell
11,117
-620
-5% -$24.4K ﹤0.01% 2278
2017
Q4 		$462K Sell
11,737
-134
-1% -$5.01K ﹤0.01% 2315
2017
Q3 		$442K Buy
11,871
+4,641
+64% +$161K ﹤0.01% 2327
2017
Q2 		$260K Buy
+7,230
New +$252K ﹤0.01% 2519
2016
Q3 		– Sell
-13
Closed – – 4025
2016
Q2 		$0 Hold
13
– – ﹤0.01% 4093
2016
Q1 		$0 Hold
13
– – ﹤0.01% 4195
2015
Q4 		$0 Hold
13
– – ﹤0.01% 4226
2015
Q3 		$0 Buy
+13
New +$351 ﹤0.01% 3986
2014
Q1 		– Sell
-2,000
Closed -$47K – 4003
2013
Q4 		$47K Hold
2,000
– – ﹤0.01% 2888
2013
Q3 		$43K Buy
+2,000
New +$45.3K ﹤0.01% 2896

Other funds holding BTO

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
FC
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

Bank of Montreal's BTO Position: Q2 2021 in Review

Bank of Montreal sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2021, closing a stake of 2,629 shares — an estimated $102K sold.

Bank of Montreal first reported a position in BTO in Q3 2013 and held it in 22 quarters. The position peaked at $1.08M in Q4 2019. 68 funds tracked by Wall St. Rank hold BTO as of Q2 2021.

  • Bank of Montreal reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 2,629 John Hancock Financial Opportunities Fund shares in Q2 2021, an estimated $102K.
  • Bank of Montreal first reported a position in John Hancock Financial Opportunities Fund in Q3 2013 and held it in 22 quarters.
  • Bank of Montreal's John Hancock Financial Opportunities Fund position peaked at $1.08M in Q4 2019.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.