JFGIW
BTO

Johnson Financial Group Inc (Wisconsin)’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-100
Closed -$2K – 799
2014
Q3 		$2K Buy
+100
New +$2.27K ﹤0.01% 703

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

Johnson Financial Group Inc (Wisconsin)'s BTO Position: Q4 2014 in Review

Johnson Financial Group Inc (Wisconsin) sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2014, closing a stake of 100 shares — an estimated $2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BTO in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 59 funds tracked by Wall St. Rank hold BTO as of Q4 2014.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 100 John Hancock Financial Opportunities Fund shares in Q4 2014, an estimated $2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in John Hancock Financial Opportunities Fund in Q3 2014 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s John Hancock Financial Opportunities Fund position peaked at $2K in Q3 2014.
  • 59 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2014.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2014, filed 10 Feb 2015.