TCM
BTO

Tradewinds Capital Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Tradewinds Capital 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 		– Sell
-328
Closed -$7K – 686
2020
Q3 		$7K Buy
+328
New +$7.19K ﹤0.01% 438
2018
Q1 		– Sell
-1,500
Closed -$59K – 645
2017
Q4 		$59K Buy
+1,500
New +$56K 0.03% 187

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

Tradewinds Capital Management's BTO Position: Q4 2020 in Review

Tradewinds Capital Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2020, closing a stake of 328 shares — an estimated $7K sold.

Tradewinds Capital Management first reported a position in BTO in Q4 2017 and held it in 2 quarters. The position peaked at $59K in Q4 2017. 54 funds tracked by Wall St. Rank hold BTO as of Q4 2020.

  • Tradewinds Capital Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Tradewinds Capital Management sold 328 John Hancock Financial Opportunities Fund shares in Q4 2020, an estimated $7K.
  • Tradewinds Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and held it in 2 quarters.
  • Tradewinds Capital Management's John Hancock Financial Opportunities Fund position peaked at $59K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2020.

Based on Tradewinds Capital Management's 13F filing for Q4 2020, filed 10 Feb 2021.