PVWM
BTO

Point View Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Point View Wealth 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
2020
Q4 		$715K Sell
23,559
-585
-2% -$15.3K 0.29% 112
2020
Q3 		$517K Sell
24,144
-947
-4% -$20.8K 0.24% 132
2020
Q2 		$576K Sell
25,091
-238
-0.9% -$5.13K 0.28% 116
2020
Q1 		$465K Sell
25,329
-869
-3% -$25.8K 0.25% 126
2019
Q4 		$951K Sell
26,198
-243
-0.9% -$8.3K 0.39% 88
2019
Q3 		$851K Sell
26,441
-2,096
-7% -$66.4K 0.39% 88
2019
Q2 		$919K Hold
28,537
– – 0.39% 84
2019
Q1 		$910K Hold
28,537
– – 0.4% 83
2018
Q4 		$797K Sell
28,537
-94
-0.3% -$3.16K 0.4% 87
2018
Q3 		$1.06M Sell
28,631
-643
-2% -$24.6K 0.47% 66
2018
Q2 		$1.09M Sell
29,274
-516
-2% -$20K 0.51% 63
2018
Q1 		$1.14M Sell
29,790
-3,390
-10% -$133K 0.55% 54
2017
Q4 		$1.3M Hold
33,180
– – 0.62% 46
2017
Q3 		$1.24M Sell
33,180
-767
-2% -$26.6K 0.59% 51
2017
Q2 		$1.22M Sell
33,947
-378
-1% -$13.2K 0.6% 53
2017
Q1 		$1.17M Buy
34,325
+750
+2% +$26.9K 0.6% 54
2016
Q4 		$1.22M Sell
33,575
-851
-2% -$26.9K 0.7% 42
2016
Q3 		$956K Sell
34,426
-229
-0.7% -$6.21K 0.57% 56
2016
Q2 		$889K Hold
34,655
– – 0.54% 60
2016
Q1 		$842K Hold
34,655
– – 0.54% 63
2015
Q4 		$971K Sell
34,655
-70
-0.2% -$1.9K 0.7% 41
2015
Q3 		$879K Sell
34,725
-3,995
-10% -$108K 0.7% 44
2015
Q2 		$1.05M Sell
38,720
-353
-0.9% -$8.8K 0.82% 37
2015
Q1 		$914K Hold
39,073
– – 0.71% 46
2014
Q4 		$921K Sell
39,073
-648
-2% -$14.8K 0.69% 43
2014
Q3 		$883K Sell
39,721
-105
-0.3% -$2.38K 0.75% 40
2014
Q2 		$922K Hold
39,826
– – 0.8% 38
2014
Q1 		$959K Sell
39,826
-1,956
-5% -$45.3K 0.87% 36
2013
Q4 		$984K Buy
+41,782
New +$934K 0.93% 29

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Point View Wealth Management's BTO Position: Q4 2020 in Review

Point View Wealth Management reduced its John Hancock Financial Opportunities Fund (BTO) stake by 2.4% in Q4 2020, selling an estimated $15.3K and leaving 23,559 shares worth $715K. The position accounts for 0.29% of the portfolio, ranked #112.

Point View Wealth Management first reported a position in BTO in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.3M in Q4 2017. 54 funds tracked by Wall St. Rank hold BTO as of Q4 2020.

  • Point View Wealth Management held 23,559 shares of John Hancock Financial Opportunities Fund worth $715K as of Q4 2020.
  • Point View Wealth Management sold 585 John Hancock Financial Opportunities Fund shares in Q4 2020, an estimated $15.3K.
  • John Hancock Financial Opportunities Fund made up 0.29% of Point View Wealth Management's portfolio in Q4 2020, its #112 holding.
  • Point View Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's John Hancock Financial Opportunities Fund position peaked at $1.3M in Q4 2017.
  • 54 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.