Citigroup
BTO

Citigroup’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Citigroup’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
2020
Q3 		– Sell
-20,000
Closed -$459K – 7450
2020
Q2 		$459K Hold
20,000
– – ﹤0.01% 4340
2020
Q1 		$367K Buy
20,000
+10,000
+100% +$297K ﹤0.01% 4168
2019
Q4 		$363K Buy
+10,000
New +$342K ﹤0.01% 4703
2018
Q1 		– Sell
-100
Closed -$4K – 7540
2017
Q4 		$4K Hold
100
– – ﹤0.01% 7268
2017
Q3 		$4K Hold
100
– – ﹤0.01% 6886
2017
Q2 		$4K Hold
100
– – ﹤0.01% 6784
2017
Q1 		$3K Hold
100
– – ﹤0.01% 6912
2016
Q4 		$4K Sell
100
-35
-26% -$1.1K ﹤0.01% 6965
2016
Q3 		$4K Buy
+135
New +$3.66K ﹤0.01% 6818
2015
Q2 		– Sell
-280
Closed -$7K – 7525
2015
Q1 		$7K Buy
+280
New +$6.34K ﹤0.01% 6590
2014
Q4 		– Sell
-166
Closed -$4K – 7113
2014
Q3 		$4K Buy
+166
New +$3.76K ﹤0.01% 6628
2014
Q2 		– Sell
-149
Closed -$4K – 7117
2014
Q1 		$4K Sell
149
-3,358
-96% -$77.7K ﹤0.01% 6636
2013
Q4 		$83K Sell
3,507
-1,752
-33% -$39.2K ﹤0.01% 5382
2013
Q3 		$113K Buy
5,259
+4,934
+1,518% +$112K ﹤0.01% 4632
2013
Q2 		$7K Buy
+325
New +$6.81K ﹤0.01% 6223

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Citigroup's BTO Position: Q3 2020 in Review

Citigroup sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2020, closing a stake of 20,000 shares — an estimated $459K sold.

Citigroup first reported a position in BTO in Q2 2013 and held it in 15 quarters. The position peaked at $459K in Q2 2020. 53 funds tracked by Wall St. Rank hold BTO as of Q3 2020.

  • Citigroup reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Citigroup sold 20,000 John Hancock Financial Opportunities Fund shares in Q3 2020, an estimated $459K.
  • Citigroup first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 15 quarters.
  • Citigroup's John Hancock Financial Opportunities Fund position peaked at $459K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2020.

Based on Citigroup's 13F filing for Q3 2020, filed 12 Nov 2020.