MBT
BTO

Monroe Bank & Trust’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Monroe Bank & Trust’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
Q1 		– Sell
-1,493
Closed -$35K – 306
2013
Q4 		$35K Buy
+1,493
New +$33.4K 0.01% 197

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monroe Bank & Trust's BTO Position: Q1 2014 in Review

Monroe Bank & Trust sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2014, closing a stake of 1,493 shares — an estimated $35K sold.

Monroe Bank & Trust first reported a position in BTO in Q4 2013 and held it in 1 quarter. The position peaked at $35K in Q4 2013. 52 funds tracked by Wall St. Rank hold BTO as of Q1 2014.

  • Monroe Bank & Trust reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Monroe Bank & Trust sold 1,493 John Hancock Financial Opportunities Fund shares in Q1 2014, an estimated $35K.
  • Monroe Bank & Trust first reported a position in John Hancock Financial Opportunities Fund in Q4 2013 and held it in 1 quarter.
  • Monroe Bank & Trust's John Hancock Financial Opportunities Fund position peaked at $35K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2014.

Based on Monroe Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.