GKIM
BTO

GW&K Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

GW&K Investment Management’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
Q3 		– Sell
-19
Closed -$1K – 378
2021
Q2 		$1K Buy
+19
New +$752 ﹤0.01% 406

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $2.54B AUM 17.62% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

GW&K Investment Management's BTO Position: Q3 2021 in Review

GW&K Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2021, closing a stake of 19 shares — an estimated $1K sold.

GW&K Investment Management first reported a position in BTO in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2021.

  • GW&K Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • GW&K Investment Management sold 19 John Hancock Financial Opportunities Fund shares in Q3 2021, an estimated $1K.
  • GW&K Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • GW&K Investment Management's John Hancock Financial Opportunities Fund position peaked at $1K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2021.

Based on GW&K Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.