WhitTier Trust Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History

WhitTier Trust Company’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
2022 Q3	–	Sell	-84	Closed	-$3K	–	1101
2022 Q2	$3K	Hold	84	–	–	﹤0.01%	1033
2022 Q1	$3K	Hold	84	–	–	﹤0.01%	1030
2021 Q4	$4K	Hold	84	–	–	﹤0.01%	985
2021 Q3	$4K	Buy	+84	New	+$3.4K	﹤0.01%	1017
2014 Q2	–	Sell	-213	Closed	-$5K	–	894
2014 Q1	$5K	Hold	213	–	–	﹤0.01%	861
2013 Q4	$5K	Hold	213	–	–	﹤0.01%	822
2013 Q3	$5K	Hold	213	–	–	﹤0.01%	808
2013 Q2	$5K	Buy	+213	New	+$4.46K	﹤0.01%	804

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

WhitTier Trust Company's BTO Position: Q3 2022 in Review

WhitTier Trust Company sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2022, closing a stake of 84 shares — an estimated $3K sold.

WhitTier Trust Company first reported a position in BTO in Q2 2013 and held it in 8 quarters. The position peaked at $5K in Q1 2014. 63 funds tracked by Wall St. Rank hold BTO as of Q3 2022.

WhitTier Trust Company reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2022 after selling out during the quarter.
WhitTier Trust Company sold 84 John Hancock Financial Opportunities Fund shares in Q3 2022, an estimated $3K.
WhitTier Trust Company first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 8 quarters.
WhitTier Trust Company's John Hancock Financial Opportunities Fund position peaked at $5K in Q1 2014.
63 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.