Ownership history in Cornerstone Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisors, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 56,349 | -40,209 | -41.6% | 0.07% | $2.0M | $34.68 |
| 2025 Q2 | REDUCED | 96,558 | -58,340 | -37.7% | 0.12% | $3.4M | $33.55 |
| 2025 Q1 | REDUCED | 154,898 | -81,472 | -34.5% | 0.23% | $5.3M | $31.71 |
| 2024 Q4 | ADDED | 236,370 | +9,633 | +4.2% | 0.34% | $8.4M | $32.52 |
| 2024 Q3 | ADDED | 226,737 | +129,371 | +132.9% | 0.30% | $7.5M | $29.71 |
| 2024 Q2 | INITIATED | 97,366 | — | — | 0.11% | $2.7M | — |
As of 2025 Q4 — sorted by position size