GW
BTO

GW & Wade’s John Hancock Financial Opportunities Fund BTO Stock Holding History

GW & Wade’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
2016
Q4 		– Sell
-11,500
Closed -$319K – 229
2016
Q3 		$319K Buy
+11,500
New +$312K 0.06% 167

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GW & Wade's BTO Position: Q4 2016 in Review

GW & Wade sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2016, closing a stake of 11,500 shares — an estimated $319K sold.

GW & Wade first reported a position in BTO in Q3 2016 and held it in 1 quarter. The position peaked at $319K in Q3 2016. 48 funds tracked by Wall St. Rank hold BTO as of Q4 2016.

  • GW & Wade reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • GW & Wade sold 11,500 John Hancock Financial Opportunities Fund shares in Q4 2016, an estimated $319K.
  • GW & Wade first reported a position in John Hancock Financial Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • GW & Wade's John Hancock Financial Opportunities Fund position peaked at $319K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2016.

Based on GW & Wade's 13F filing for Q4 2016, filed 25 Jan 2017.