Karpus Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Karpus Investment Management’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
2020 Q2	–	Sell	-53,830	Closed	-$987K	–	203
2020 Q1	$987K	Buy	+53,830	New	+$1.6M	0.04%	160
2019 Q1	–	Sell	-21,480	Closed	-$600K	–	208
2018 Q4	$600K	Buy	+21,480	New	+$721K	0.02%	162
2015 Q2	–	Sell	-102,244	Closed	-$2.39M	–	199
2015 Q1	$2.39M	Buy	102,244 +11,200	+12%	+$254K	0.11%	116
2014 Q4	$2.15M	Buy	+91,044	New	+$2.07M	0.1%	115

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Karpus Investment Management's BTO Position: Q2 2020 in Review

Karpus Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2020, closing a stake of 53,830 shares — an estimated $987K sold.

Karpus Investment Management first reported a position in BTO in Q4 2014 and held it in 4 quarters. The position peaked at $2.39M in Q1 2015. 50 funds tracked by Wall St. Rank hold BTO as of Q2 2020.

Karpus Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Karpus Investment Management sold 53,830 John Hancock Financial Opportunities Fund shares in Q2 2020, an estimated $987K.
Karpus Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2014 and held it in 4 quarters.
Karpus Investment Management's John Hancock Financial Opportunities Fund position peaked at $2.39M in Q1 2015.
50 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2020.

Based on Karpus Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.