WQ
BTO

Wealth Quarterback’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wealth Quarterback’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
2021
Q3 		$18K Buy
420
+7
+2% +$283 0.01% 373
2021
Q2 		$16K Buy
+413
New +$16.4K 0.01% 384
2020
Q2 		– Sell
-445
Closed -$8.16K – 193
2020
Q1 		$8.16K Buy
445
+7
+2% +$208 0.01% 520
2019
Q4 		$15.9K Buy
+438
New +$15K 0.01% 408

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wealth Quarterback's BTO Position: Q3 2021 in Review

Wealth Quarterback increased its John Hancock Financial Opportunities Fund (BTO) stake by 1.7% in Q3 2021, buying an estimated $283 and bringing the position to 420 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #373.

Wealth Quarterback first reported a position in BTO in Q4 2019 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2021.

  • Wealth Quarterback held 420 shares of John Hancock Financial Opportunities Fund worth $18K as of Q3 2021.
  • Wealth Quarterback bought 7 John Hancock Financial Opportunities Fund shares in Q3 2021, an estimated $283.
  • John Hancock Financial Opportunities Fund made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #373 holding.
  • Wealth Quarterback first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.