LIC
BTO

Lodestar Investment Counsel’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Lodestar Investment Counsel’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
2013
Q3 		– Sell
-11,871
Closed -$254K – 96
2013
Q2 		$254K Buy
+11,871
New +$249K 0.1% 83

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
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
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lodestar Investment Counsel's BTO Position: Q3 2013 in Review

Lodestar Investment Counsel sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2013, closing a stake of 11,871 shares — an estimated $254K sold.

Lodestar Investment Counsel first reported a position in BTO in Q2 2013 and held it in 1 quarter. The position peaked at $254K in Q2 2013. 42 funds tracked by Wall St. Rank hold BTO as of Q3 2013.

  • Lodestar Investment Counsel reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Lodestar Investment Counsel sold 11,871 John Hancock Financial Opportunities Fund shares in Q3 2013, an estimated $254K.
  • Lodestar Investment Counsel first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Lodestar Investment Counsel's John Hancock Financial Opportunities Fund position peaked at $254K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2013.

Based on Lodestar Investment Counsel's 13F filing for Q3 2013, filed 10 Oct 2013.