Weaver Consulting Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Weaver Consulting Group’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	-290	Closed	-$6K	–	236
2020 Q3	$6K	Hold	290	–	–	﹤0.01%	653
2020 Q2	$7K	Hold	290	–	–	﹤0.01%	591
2020 Q1	$5K	Hold	290	–	–	﹤0.01%	549
2019 Q4	$9K	Hold	290	–	–	﹤0.01%	508
2019 Q3	$10K	Hold	290	–	–	0.01%	473
2019 Q2	$9K	Hold	290	–	–	﹤0.01%	475
2019 Q1	$9K	Buy	+290	New	+$9.64K	﹤0.01%	967

Other funds holding BTO

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Weaver Consulting Group's BTO Position: Q4 2020 in Review

Weaver Consulting Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2020, closing a stake of 290 shares — an estimated $6K sold.

Weaver Consulting Group first reported a position in BTO in Q1 2019 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 54 funds tracked by Wall St. Rank hold BTO as of Q4 2020.

Weaver Consulting Group reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 290 John Hancock Financial Opportunities Fund shares in Q4 2020, an estimated $6K.
Weaver Consulting Group first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's John Hancock Financial Opportunities Fund position peaked at $10K in Q3 2019.
54 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.