HBW
BTO

Hazlett, Burt & Watson’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Hazlett, Burt & Watson’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
2023
Q4 		– Sell
-150
Closed -$4K – 685
2023
Q3 		$4K Buy
+150
New +$4.16K ﹤0.01% 580

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hazlett, Burt & Watson's BTO Position: Q4 2023 in Review

Hazlett, Burt & Watson sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2023, closing a stake of 150 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in BTO in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 76 funds tracked by Wall St. Rank hold BTO as of Q4 2023.

  • Hazlett, Burt & Watson reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 150 John Hancock Financial Opportunities Fund shares in Q4 2023, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in John Hancock Financial Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's John Hancock Financial Opportunities Fund position peaked at $4K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2023, filed 25 Jan 2024.