LH
BTO

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

Lebenthal Holdings’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		$2.32M Buy
+90,486
New +$2.32M 0.29% 112
2015
Q3 		– Sell
-86,436
Closed -$2.35M – 311
2015
Q2 		$2.35M Sell
86,436
-17,819
-17% -$485K 0.48% 79
2015
Q1 		$2.44M Buy
+104,255
New +$2.44M 0.57% 58