LAM
BTO

Lebenthal Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Lebenthal Asset Management’s Portfolio BTO Stock Details BTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$1.24M Sell
36,495
-30,173
-45% -$1.03M 0.15% 193
2016
Q4 		$2.42M Sell
66,668
-23,662
-26% -$858K 0.31% 104
2016
Q3 		$2.51M Sell
90,330
-156
-0.2% -$4.33K 0.33% 96
2016
Q2 		$2.32M Buy
+90,486
New +$2.32M 0.3% 111