Sharkey, Howes & Javer’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-412	Closed	-$13K	–	72
2019 Q2	$13K	Hold	412	–	–	0.01%	145
2019 Q1	$13K	Hold	412	–	–	0.01%	148
2018 Q4	$12K	Hold	412	–	–	0.01%	147
2018 Q3	$15K	Hold	412	–	–	0.01%	152
2018 Q2	$15K	Hold	412	–	–	0.01%	148
2018 Q1	$15K	Hold	412	–	–	0.01%	139
2017 Q4	$16K	Hold	412	–	–	0.01%	133
2017 Q3	$16K	Hold	412	–	–	0.01%	137
2017 Q2	$15K	Hold	412	–	–	0.01%	140
2017 Q1	$14K	Hold	412	–	–	0.01%	154
2016 Q4	$15K	Hold	412	–	–	0.01%	153
2016 Q3	$11K	Hold	412	–	–	0.01%	161
2016 Q2	$22K	Hold	412	–	–	0.01%	128
2016 Q1	$10K	Hold	412	–	–	0.01%	182
2015 Q4	$12K	Hold	412	–	–	0.01%	180
2015 Q3	$11K	Buy	+412	New	+$11.1K	0.01%	180

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Sharkey, Howes & Javer's BTO Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2019, closing a stake of 412 shares — an estimated $13K sold.

Sharkey, Howes & Javer first reported a position in BTO in Q3 2015 and held it in 16 quarters. The position peaked at $22K in Q2 2016. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2019.

Sharkey, Howes & Javer reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 412 John Hancock Financial Opportunities Fund shares in Q3 2019, an estimated $13K.
Sharkey, Howes & Javer first reported a position in John Hancock Financial Opportunities Fund in Q3 2015 and held it in 16 quarters.
Sharkey, Howes & Javer's John Hancock Financial Opportunities Fund position peaked at $22K in Q2 2016.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.