BTO HANCOCK JOHN FINL OPPTYS FD

Ownership history in Abel Hall, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in HANCOCK JOHN FINL OPPTYS FD (BTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2023 Q4)
Avg. % of fund
0.15%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 8,000 0% 0.07% $281K $34.43
2025 Q3 UNCHANGED 8,000 0% 0.12% $288K $34.68
2025 Q2 UNCHANGED 8,000 0% 0.13% $283K $33.55
2025 Q1 UNCHANGED 8,000 0% 0.16% $273K $31.71
2024 Q4 UNCHANGED 8,000 0% 0.18% $286K $32.52
2024 Q3 UNCHANGED 8,000 0% 0.17% $265K $29.71
2024 Q2 UNCHANGED 8,000 0% 0.16% $224K $24.59
2024 Q1 UNCHANGED 8,000 0% 0.18% $237K $25.37
2023 Q4 INITIATED 8,000 0.21% $241K
% of Fund (quarterly)    BTO price (monthly, adj. close)
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