MTIM
BTO

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

Marathon Trading 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
2014
Q3 		– Sell
-21,100
Closed -$488K – 300
2014
Q2 		$488K Sell
21,100
-8,900
-30% -$204K 0.02% 218
2014
Q1 		$722K Buy
+30,000
New +$694K 0.03% 131

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return

Marathon Trading Investment Management's BTO Position: Q3 2014 in Review

Marathon Trading Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2014, closing a stake of 21,100 shares — an estimated $488K sold.

Marathon Trading Investment Management first reported a position in BTO in Q1 2014 and held it in 2 quarters. The position peaked at $722K in Q1 2014. 53 funds tracked by Wall St. Rank hold BTO as of Q3 2014.

  • Marathon Trading Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • Marathon Trading Investment Management sold 21,100 John Hancock Financial Opportunities Fund shares in Q3 2014, an estimated $488K.
  • Marathon Trading Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2014 and held it in 2 quarters.
  • Marathon Trading Investment Management's John Hancock Financial Opportunities Fund position peaked at $722K in Q1 2014.
  • 53 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2014.

Based on Marathon Trading Investment Management's 13F filing for Q3 2014, filed 17 Feb 2015.