Geneos Wealth Management Inc. - HANCOCK JOHN FINL OPPTYS FD ownership

HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 68 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of HANCOCK JOHN FINL OPPTYS FD
ValueSharesWeighting
Q3 2023$4,333
-2.1%
1650.0%0.00%
Q2 2023$4,425
-12.2%
1650.0%0.00%
Q1 2023$5,039
-8.3%
1650.0%0.00%
Q4 2022$5,496
+9.9%
1650.0%0.00%
Q3 2022$5,000
-91.5%
165
-89.7%
0.00%
-100.0%
Q2 2022$59,000
+13.5%
1,595
+23.2%
0.00%
+50.0%
Q1 2022$52,000
+67.7%
1,295
+93.3%
0.00%
+100.0%
Q4 2021$31,000
+6.9%
6700.0%0.00%0.0%
Q3 2021$29,000
-9.4%
670
-23.0%
0.00%0.0%
Q2 2021$32,000
-60.0%
870
-58.0%
0.00%
-50.0%
Q1 2021$80,000
+23.1%
2,070
+21.4%
0.00%
-33.3%
Q4 2020$65,000
+91.2%
1,7050.0%0.00%
+50.0%
Q3 2020$34,000
-5.6%
1,7050.0%0.00%0.0%
Q2 2020$36,000
+28.6%
1,705
+13.3%
0.00%0.0%
Q1 2020$28,000
-22.2%
1,505
+49.8%
0.00%0.0%
Q4 2019$36,000
+12.5%
1,0050.0%0.00%0.0%
Q3 2019$32,000
+100.0%
1,005
+99.0%
0.00%
+100.0%
Q2 2019$16,0000.0%5050.0%0.00%0.0%
Q1 2019$16,000
+23.1%
5050.0%0.00%0.0%
Q4 2018$13,000
-27.8%
5050.0%0.00%0.0%
Q3 2018$18,0000.0%5050.0%0.00%0.0%
Q2 2018$18,000
-5.3%
5050.0%0.00%
-50.0%
Q1 2018$19,0000.0%5050.0%0.00%0.0%
Q4 2017$19,000
+5.6%
5050.0%0.00%0.0%
Q3 2017$18,0000.0%5050.0%0.00%0.0%
Q2 2017$18,000
+5.9%
5050.0%0.00%0.0%
Q1 2017$17,000
-5.6%
5050.0%0.00%0.0%
Q4 2016$18,000
+28.6%
5050.0%0.00%0.0%
Q3 2016$14,000
-22.2%
505
-30.0%
0.00%
-33.3%
Q2 2016$18,0000.0%721
+0.4%
0.00%0.0%
Q1 2016$18,0007180.00%
Other shareholders
HANCOCK JOHN FINL OPPTYS FD shareholders Q4 2021
NameSharesValueWeighting ↓
ORLEANS CAPITAL MANAGEMENT CORP/LA 62,067$2,296,0001.58%
FCA CORP /TX 98,816$3,656,0001.40%
Arlington Financial Advisors, LLC 49,611$1,766,0001.06%
PATTEN & PATTEN INC/TN 287,089$10,622,0001.05%
Point View Wealth Management, Inc. 28,631$1,059,0000.47%
NORTH STAR ASSET MANAGEMENT INC 158,252$5,855,0000.47%
Formidable Asset Management, LLC 16,590$611,0000.24%
Patten Group, Inc. 14,380$532,0000.20%
Community Bank of Raymore 16,750$620,0000.20%
Hudson Capital Management LLC 7,014$260,0000.20%
View complete list of HANCOCK JOHN FINL OPPTYS FD shareholders