WEC
BTO

Winslow Evans & Crocker’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Winslow Evans & Crocker’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 		$347K Buy
11,421
+5,621
+97% +$147K 0.07% 244
2020
Q3 		$124K Sell
5,800
-3,200
-36% -$70.2K 0.03% 327
2020
Q2 		$207K Sell
9,000
-1,500
-14% -$32.3K 0.06% 269
2020
Q1 		$194K Sell
10,500
-300
-3% -$8.9K 0.06% 245
2019
Q4 		$394K Sell
10,800
-200
-2% -$6.83K 0.1% 201
2019
Q3 		$356K Sell
11,000
-450
-4% -$14.3K 0.1% 211
2019
Q2 		$370K Sell
11,450
-1,200
-9% -$39K 0.1% 207
2019
Q1 		$406K Sell
12,650
-150
-1% -$4.99K 0.12% 183
2018
Q4 		$360K Sell
12,800
-500
-4% -$16.8K 0.12% 178
2018
Q3 		$494K Hold
13,300
– – 0.15% 150
2018
Q2 		$498K Sell
13,300
-150
-1% -$5.82K 0.16% 141
2018
Q1 		$516K Buy
13,450
+200
+2% +$7.87K 0.17% 130
2017
Q4 		$521K Buy
13,250
+1,850
+16% +$69.1K 0.17% 133
2017
Q3 		$425K Sell
11,400
-4,531
-28% -$157K 0.14% 155
2017
Q2 		$574K Sell
15,931
-801
-5% -$27.9K 0.16% 151
2017
Q1 		$569K Buy
16,732
+30
+0.2% +$1.08K 0.18% 127
2016
Q4 		$606K Buy
16,702
+2,500
+18% +$78.9K 0.19% 121
2016
Q3 		$394K Buy
14,202
+400
+3% +$10.8K 0.11% 190
2016
Q2 		$354K Buy
13,802
+9,701
+237% +$245K 0.11% 190
2016
Q1 		$99.7K Sell
4,101
-1,001
-20% -$23.1K 0.03% 368
2015
Q4 		$143K Sell
5,102
-350
-6% -$9.52K 0.04% 343
2015
Q3 		$138K Buy
5,452
+350
+7% +$9.46K 0.04% 340
2015
Q2 		$139K Hold
5,102
– – 0.04% 367
2015
Q1 		$119K Hold
5,102
– – 0.03% 395
2014
Q4 		$120K Hold
5,102
– – 0.03% 374
2014
Q3 		$113K Sell
5,102
-299
-6% -$6.78K 0.03% 402
2014
Q2 		$125K Hold
5,401
– – 0.04% 333
2014
Q1 		$130K Hold
5,401
– – 0.04% 317
2013
Q4 		$127K Buy
+5,401
New +$121K 0.04% 339

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

Winslow Evans & Crocker's BTO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its John Hancock Financial Opportunities Fund (BTO) stake by 97% in Q4 2020, buying an estimated $147K and bringing the position to 11,421 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #244.

Winslow Evans & Crocker first reported a position in BTO in Q4 2013 and has held it in 29 quarters since. The position peaked at $606K in Q4 2016. 54 funds tracked by Wall St. Rank hold BTO as of Q4 2020.

  • Winslow Evans & Crocker held 11,421 shares of John Hancock Financial Opportunities Fund worth $347K as of Q4 2020.
  • Winslow Evans & Crocker bought 5,621 John Hancock Financial Opportunities Fund shares in Q4 2020, an estimated $147K.
  • John Hancock Financial Opportunities Fund made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #244 holding.
  • Winslow Evans & Crocker first reported a position in John Hancock Financial Opportunities Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's John Hancock Financial Opportunities Fund position peaked at $606K in Q4 2016.
  • 54 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.