NSIM
BTO

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

North Star 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
2019
Q4 		– Sell
-47
Closed -$1.6K – 1042
2019
Q3 		$2K Buy
+47
New +$1.49K ﹤0.01% 1005
2019
Q2 		– Sell
-47
Closed -$1K – 455
2019
Q1 		$1K Hold
47
– – ﹤0.01% 1027
2018
Q4 		$1K Hold
47
– – ﹤0.01% 1014
2018
Q3 		$2K Hold
47
– – ﹤0.01% 1017
2018
Q2 		$2K Hold
47
– – ﹤0.01% 1028
2018
Q1 		$2K Hold
47
– – ﹤0.01% 1005
2017
Q4 		$2K Hold
47
– – ﹤0.01% 990
2017
Q3 		$2K Hold
47
– – ﹤0.01% 1013
2017
Q2 		$2K Hold
47
– – ﹤0.01% 1001
2017
Q1 		$2K Buy
+47
New +$1.69K ﹤0.01% 960

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
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

North Star Investment Management's BTO Position: Q4 2019 in Review

North Star Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2019, closing a stake of 47 shares — an estimated $1.6K sold.

North Star Investment Management first reported a position in BTO in Q1 2017 and held it in 10 quarters. The position peaked at $2K in Q3 2019. 70 funds tracked by Wall St. Rank hold BTO as of Q4 2019.

  • North Star Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • North Star Investment Management sold 47 John Hancock Financial Opportunities Fund shares in Q4 2019, an estimated $1.6K.
  • North Star Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2017 and held it in 10 quarters.
  • North Star Investment Management's John Hancock Financial Opportunities Fund position peaked at $2K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2019.

Based on North Star Investment Management's 13F filing for Q4 2019, filed 29 Jan 2020.