Carroll Financial Associates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Carroll Financial Associates’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 Q4	$37K	Buy	865 +455	+111%	+$20K	﹤0.01%	799
2021 Q3	$17K	Sell	410 -1,500	-79%	-$60.6K	﹤0.01%	1034
2021 Q2	$71K	Buy	+1,910	New	+$75.6K	﹤0.01%	685
2014 Q3	–	Sell	-455	Closed	-$11K	–	839
2014 Q2	$11K	Hold	455	–	–	﹤0.01%	582
2014 Q1	$11K	Buy	+455	New	+$10.5K	﹤0.01%	514
2013 Q4	–	Sell	-455	Closed	-$9K	–	810
2013 Q3	$9K	Buy	+455	New	+$10.3K	﹤0.01%	537

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 $51.6B AUM 27.34% 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

RJA

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

NSAM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carroll Financial Associates's BTO Position: Q4 2021 in Review

Carroll Financial Associates increased its John Hancock Financial Opportunities Fund (BTO) stake by 111% in Q4 2021, buying an estimated $20K and bringing the position to 865 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Carroll Financial Associates first reported a position in BTO in Q3 2013 and has held it in 6 quarters since. The position peaked at $71K in Q2 2021. 68 funds tracked by Wall St. Rank hold BTO as of Q4 2021.

Carroll Financial Associates held 865 shares of John Hancock Financial Opportunities Fund worth $37K as of Q4 2021.
Carroll Financial Associates bought 455 John Hancock Financial Opportunities Fund shares in Q4 2021, an estimated $20K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #799 holding.
Carroll Financial Associates first reported a position in John Hancock Financial Opportunities Fund in Q3 2013 and has held it in 6 quarters since.
Carroll Financial Associates's John Hancock Financial Opportunities Fund position peaked at $71K in Q2 2021.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.