Patten Group
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Patten Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Patten Group’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
2022
Q4 		– Sell
-7,010
Closed -$224K – 234
2022
Q3 		$224K Sell
7,010
-300
-4% -$10.9K 0.08% 222
2022
Q2 		$263K Hold
7,310
– – 0.08% 208
2022
Q1 		$294K Sell
7,310
-3
-0% -$133 0.08% 207
2021
Q4 		$341K Sell
7,313
-983
-12% -$43.2K 0.09% 200
2021
Q3 		$353K Sell
8,296
-329
-4% -$13.3K 0.1% 189
2021
Q2 		$324K Buy
8,625
+100
+1% +$3.96K 0.1% 200
2021
Q1 		$328K Buy
+8,525
New +$297K 0.11% 192
2020
Q1 		– Sell
-14,195
Closed -$515K – 190
2019
Q4 		$515K Buy
14,195
+285
+2% +$9.7K 0.19% 124
2019
Q3 		$447K Hold
13,910
– – 0.18% 124
2019
Q2 		$448K Buy
13,910
+135
+1% +$4.39K 0.18% 127
2019
Q1 		$439K Buy
13,775
+1,100
+9% +$36.6K 0.19% 121
2018
Q4 		$354K Sell
12,675
-1,705
-12% -$57.2K 0.17% 123
2018
Q3 		$532K Buy
14,380
+60
+0.4% +$2.29K 0.2% 111
2018
Q2 		$533K Buy
14,320
+455
+3% +$17.6K 0.21% 111
2018
Q1 		$532K Hold
13,865
– – 0.22% 113
2017
Q4 		$545K Sell
13,865
-200
-1% -$7.47K 0.22% 113
2017
Q3 		$524K Sell
14,065
-1,000
-7% -$34.7K 0.21% 111
2017
Q2 		$538K Sell
15,065
-2,750
-15% -$95.9K 0.22% 112
2017
Q1 		$609K Sell
17,815
-600
-3% -$21.5K 0.26% 96
2016
Q4 		$678K Sell
18,415
-750
-4% -$23.7K 0.3% 85
2016
Q3 		$520K Sell
19,165
-150
-0.8% -$4.07K 0.24% 98
2016
Q2 		$495K Sell
19,315
-3,165
-14% -$80K 0.23% 103
2016
Q1 		$546K Sell
22,480
-600
-3% -$13.9K 0.26% 89
2015
Q4 		$647K Hold
23,080
– – 0.31% 79
2015
Q3 		$584K Hold
23,080
– – 0.3% 84
2015
Q2 		$628K Sell
23,080
-1,600
-6% -$39.9K 0.3% 85
2015
Q1 		$578K Sell
24,680
-4,850
-16% -$110K 0.3% 96
2014
Q4 		$696K Buy
+29,530
New +$672K 0.34% 83

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Patten Group's BTO Position: Q4 2022 in Review

Patten Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2022, closing a stake of 7,010 shares — an estimated $224K sold.

Patten Group first reported a position in BTO in Q4 2014 and held it in 28 quarters. The position peaked at $696K in Q4 2014. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2022.

  • Patten Group reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Patten Group sold 7,010 John Hancock Financial Opportunities Fund shares in Q4 2022, an estimated $224K.
  • Patten Group first reported a position in John Hancock Financial Opportunities Fund in Q4 2014 and held it in 28 quarters.
  • Patten Group's John Hancock Financial Opportunities Fund position peaked at $696K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2022.

Based on Patten Group's 13F filing for Q4 2022, filed 10 Feb 2023.