JIR
BTO

James Investment Research’s John Hancock Financial Opportunities Fund BTO Stock Holding History

James Investment Research’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
-1,557
Closed -$43K – 555
2016
Q3 		$43K Buy
+1,557
New +$42.2K ﹤0.01% 419

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

James Investment Research's BTO Position: Q4 2016 in Review

James Investment Research sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2016, closing a stake of 1,557 shares — an estimated $43K sold.

James Investment Research first reported a position in BTO in Q3 2016 and held it in 1 quarter. The position peaked at $43K in Q3 2016. 48 funds tracked by Wall St. Rank hold BTO as of Q4 2016.

  • James Investment Research reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • James Investment Research sold 1,557 John Hancock Financial Opportunities Fund shares in Q4 2016, an estimated $43K.
  • James Investment Research first reported a position in John Hancock Financial Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • James Investment Research's John Hancock Financial Opportunities Fund position peaked at $43K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2016.

Based on James Investment Research's 13F filing for Q4 2016, filed 19 Jan 2017.