A detailed history of Formidable Asset Management, LLC transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Formidable Asset Management, LLC holds 10,110 shares of BTO stock, worth $288,943. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,110
Previous 12,910 21.69%
Holding current value
$288,943
Previous $388,000 22.94%
% of portfolio
0.05%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$27.14 - $31.17 $75,992 - $87,276
-2,800 Reduced 21.69%
10,110 $299,000
Q4 2023

Feb 07, 2024

BUY
$23.12 - $30.96 $57,800 - $77,400
2,500 Added 24.02%
12,910 $388,000
Q2 2023

Aug 15, 2023

BUY
$22.99 - $30.46 $87,362 - $115,748
3,800 Added 57.49%
10,410 $279,000
Q1 2023

May 09, 2023

BUY
$28.14 - $38.2 $186,005 - $252,502
6,610 New
6,610 $199,000
Q2 2021

Aug 06, 2021

SELL
$35.95 - $44.45 $2.29 Million - $2.83 Million
-63,750 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$29.41 - $39.09 $5,882 - $7,818
200 Added 0.31%
63,750 $2.46 Million
Q4 2020

Jan 29, 2021

BUY
$21.23 - $30.93 $18,045 - $26,290
850 Added 1.36%
63,550 $1.88 Million
Q3 2020

Nov 13, 2020

BUY
$19.76 - $24.1 $2,964 - $3,615
150 Added 0.24%
62,700 $1.36 Million
Q2 2020

Aug 13, 2020

BUY
$16.16 - $27.45 $841,936 - $1.43 Million
52,100 Added 498.56%
62,550 $1.32 Million
Q1 2020

Jun 01, 2020

BUY
$12.35 - $36.81 $129,057 - $384,664
10,450 New
10,450 $191,000
Q4 2018

Feb 06, 2019

SELL
$26.17 - $37.63 $434,160 - $624,281
-16,590 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$36.88 - $39.2 $9,625 - $10,231
261 Added 1.6%
16,590 $611,000
Q2 2018

Aug 08, 2018

BUY
$37.1 - $40.0 $163,611 - $176,400
4,410 Added 37.0%
16,329 $607,000
Q1 2018

May 04, 2018

BUY
$36.89 - $40.76 $439,691 - $485,818
11,919 New
11,919 $458,000

Others Institutions Holding BTO

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND


  • Ticker BTO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...
More about BTO
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