SNC
BTO

Stifel Nicolaus & Co’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$964K Buy
44,878
+1,048
+2% +$23.7K 0.02% 681
2013
Q2 		$937K Buy
+43,830
New +$918K 0.02% 648

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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Nicolaus & Co's BTO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its John Hancock Financial Opportunities Fund (BTO) stake by 2.4% in Q3 2013, buying an estimated $23.7K and bringing the position to 44,878 shares worth $964K. The position accounts for 0.02% of the portfolio, ranked #681.

Stifel Nicolaus & Co first reported a position in BTO in Q2 2013 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BTO as of Q3 2013.

  • Stifel Nicolaus & Co held 44,878 shares of John Hancock Financial Opportunities Fund worth $964K as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,048 John Hancock Financial Opportunities Fund shares in Q3 2013, an estimated $23.7K.
  • John Hancock Financial Opportunities Fund made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #681 holding.
  • Stifel Nicolaus & Co first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.