MFIM
BTO

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

Mesirow Financial 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
2024
Q2 		– Sell
-44,500
Closed -$1.32M – 513
2024
Q1 		$1.32M Hold
44,500
– – 0.03% 225
2023
Q4 		$1.34M Buy
+44,500
New +$1.21M 0.05% 197

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mesirow Financial Investment Management's BTO Position: Q2 2024 in Review

Mesirow Financial Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2024, closing a stake of 44,500 shares — an estimated $1.32M sold.

Mesirow Financial Investment Management first reported a position in BTO in Q4 2023 and held it in 2 quarters. The position peaked at $1.34M in Q4 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q2 2024.

  • Mesirow Financial Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 44,500 John Hancock Financial Opportunities Fund shares in Q2 2024, an estimated $1.32M.
  • Mesirow Financial Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Mesirow Financial Investment Management's John Hancock Financial Opportunities Fund position peaked at $1.34M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2024, filed 16 Jul 2024.