MFS
BTO

MSI Financial Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

MSI Financial Services’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
2016
Q4 		$19K Hold
514
– – ﹤0.01% 2413
2016
Q3 		$14K Hold
514
– – ﹤0.01% 2582
2016
Q2 		$13K Hold
514
– – ﹤0.01% 2595
2016
Q1 		$12K Sell
514
-500
-49% -$11.5K ﹤0.01% 2616
2015
Q4 		$28K Buy
+1,014
New +$27.6K ﹤0.01% 2088

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's BTO Position: Q4 2016 in Review

MSI Financial Services held its John Hancock Financial Opportunities Fund (BTO) position steady in Q4 2016 at 514 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

MSI Financial Services first reported a position in BTO in Q4 2015 and has held it in 5 quarters since. The position peaked at $28K in Q4 2015. 48 funds tracked by Wall St. Rank hold BTO as of Q4 2016.

  • MSI Financial Services held 514 shares of John Hancock Financial Opportunities Fund worth $19K as of Q4 2016.
  • MSI Financial Services left its John Hancock Financial Opportunities Fund share count unchanged in Q4 2016.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2413 holding.
  • MSI Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's John Hancock Financial Opportunities Fund position peaked at $28K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.