FIB
BTO

First Interstate Bank’s John Hancock Financial Opportunities Fund BTO Stock Holding History

First Interstate Bank’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
2017
Q3 		– Sell
-400
Closed -$14K – 693
2017
Q2 		$14K Sell
400
-258
-39% -$9K ﹤0.01% 507
2017
Q1 		$22K Buy
+658
New +$23.6K ﹤0.01% 430

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Interstate Bank's BTO Position: Q3 2017 in Review

First Interstate Bank sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2017, closing a stake of 400 shares — an estimated $14K sold.

First Interstate Bank first reported a position in BTO in Q1 2017 and held it in 2 quarters. The position peaked at $22K in Q1 2017. 51 funds tracked by Wall St. Rank hold BTO as of Q3 2017.

  • First Interstate Bank reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • First Interstate Bank sold 400 John Hancock Financial Opportunities Fund shares in Q3 2017, an estimated $14K.
  • First Interstate Bank first reported a position in John Hancock Financial Opportunities Fund in Q1 2017 and held it in 2 quarters.
  • First Interstate Bank's John Hancock Financial Opportunities Fund position peaked at $22K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2017.

Based on First Interstate Bank's 13F filing for Q3 2017, filed 8 Nov 2017.