HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 49 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,142,869 | +1.9% | 81,602 | +4.1% | 1.42% | +5.0% |
| Q2 2023 | $2,102,768 | +506.7% | 78,403 | +590.9% | 1.35% | +497.3% |
| Q1 2023 | $346,568 | -68.3% | 11,348 | -59.2% | 0.23% | -58.5% |
| Q4 2017 | $1,095,000 | -52.7% | 27,834 | -71.7% | 0.54% | -61.8% |
| Q4 2014 | $2,315,000 | +62.1% | 98,249 | +52.8% | 1.43% | +52.0% |
| Q3 2014 | $1,428,000 | -4.0% | 64,281 | -0.0% | 0.94% | +0.2% |
| Q2 2014 | $1,488,000 | +0.2% | 64,301 | +4.2% | 0.94% | -1.7% |
| Q1 2014 | $1,485,000 | +20.1% | 61,681 | +17.5% | 0.95% | +16.5% |
| Q4 2013 | $1,236,000 | +7.9% | 52,481 | -1.7% | 0.82% | -2.0% |
| Q3 2013 | $1,146,000 | -5.2% | 53,396 | 0.0% | 0.83% | -11.5% |
| Q2 2013 | $1,209,000 | – | 53,396 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aurora Investment Counsel | 81,602 | $2,142,869 | 1.42% |
| FCA CORP /TX | 90,789 | $2,384,112 | 0.89% |
| All Season Financial Advisors, Inc. | 13,088 | $343,699 | 0.35% |
| Samalin Investment Counsel, LLC | 15,960 | $419,117 | 0.24% |
| NORTH STAR ASSET MANAGEMENT INC | 83,144 | $2,183,361 | 0.12% |
| Mendota Financial Group, LLC | 4,485 | $117,777 | 0.12% |
| L.M. KOHN & COMPANY | 9,341 | $245,284 | 0.09% |
| Formidable Asset Management, LLC | 10,410 | $273,367 | 0.06% |
| Institute for Wealth Management, LLC. | 10,868 | $285,394 | 0.05% |
| DFPG INVESTMENTS, LLC | 9,670 | $256,448 | 0.02% |