HI
BTO

Hudock Inc’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Hudock Inc’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
2014
Q4 		– Sell
-842
Closed -$19K – 546
2014
Q3 		$19K Sell
842
-276
-25% -$6.26K 0.01% 322
2014
Q2 		$26K Hold
1,118
– – 0.03% 297
2014
Q1 		$27K Hold
1,118
– – 0.02% 270
2013
Q4 		$26K Hold
1,118
– – 0.02% 284
2013
Q3 		$24K Buy
1,118
+842
+305% +$19.1K 0.02% 243
2013
Q2 		$6K Buy
+276
New +$5.78K 0.01% 381

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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hudock Inc's BTO Position: Q4 2014 in Review

Hudock Inc sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2014, closing a stake of 842 shares — an estimated $19K sold.

Hudock Inc first reported a position in BTO in Q2 2013 and held it in 6 quarters. The position peaked at $27K in Q1 2014. 59 funds tracked by Wall St. Rank hold BTO as of Q4 2014.

  • Hudock Inc reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Hudock Inc sold 842 John Hancock Financial Opportunities Fund shares in Q4 2014, an estimated $19K.
  • Hudock Inc first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 6 quarters.
  • Hudock Inc's John Hancock Financial Opportunities Fund position peaked at $27K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2014.

Based on Hudock Inc's 13F filing for Q4 2014, filed 3 Feb 2015.