Central Trust Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Central Trust Company’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	–	1190
2021 Q1	$10K	Buy	+250	New	+$8.72K	﹤0.01%	923
2016 Q3	–	Sell	-500	Closed	-$13K	–	1110
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	926
2016 Q1	$12K	Hold	500	–	–	﹤0.01%	928
2015 Q4	$14K	Hold	500	–	–	﹤0.01%	918
2015 Q3	$13K	Hold	500	–	–	﹤0.01%	923
2015 Q2	$14K	Hold	500	–	–	﹤0.01%	935
2015 Q1	$12K	Hold	500	–	–	﹤0.01%	945
2014 Q4	$12K	Hold	500	–	–	﹤0.01%	943
2014 Q3	$11K	Hold	500	–	–	﹤0.01%	966
2014 Q2	$12K	Hold	500	–	–	﹤0.01%	930
2014 Q1	$12K	Hold	500	–	–	﹤0.01%	937
2013 Q4	$12K	Hold	500	–	–	﹤0.01%	924
2013 Q3	$11K	Hold	500	–	–	﹤0.01%	936
2013 Q2	$11K	Buy	+500	New	+$10.5K	﹤0.01%	898

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

Central Trust Company's BTO Position: Q2 2021 in Review

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

Central Trust Company first reported a position in BTO in Q2 2013 and held it in 14 quarters. The position peaked at $14K in Q4 2015. 68 funds tracked by Wall St. Rank hold BTO as of Q2 2021.

Central Trust Company reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Central Trust Company sold 250 John Hancock Financial Opportunities Fund shares in Q2 2021, an estimated $10K.
Central Trust Company first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 14 quarters.
Central Trust Company's John Hancock Financial Opportunities Fund position peaked at $14K in Q4 2015.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2021.

Based on Central Trust Company's 13F filing for Q2 2021, filed 23 Jul 2021.