AW
JHMI

ACG Wealth’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

ACG Wealth’s Portfolio JHMI Stock Details JHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,326
Closed -$235K – 341
2018
Q3 		$235K Sell
6,326
-5,474
-46% -$199K 0.03% 279
2018
Q2 		$401K Sell
11,800
-154,955
-93% -$5.39M 0.06% 196
2018
Q1 		$5.82M Buy
166,755
+14,832
+10% +$531K 0.88% 28
2017
Q4 		$5.33M Buy
+151,923
New +$5.18M 0.79% 31

Other funds holding JHMI

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIL
AGF Investments LLC Toronto, Ontario, Canada $1.09B AUM 10.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

ACG Wealth's JHMI Position: Q4 2018 in Review

ACG Wealth sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q4 2018, closing a stake of 6,326 shares — an estimated $235K sold.

ACG Wealth first reported a position in JHMI in Q4 2017 and held it in 4 quarters. The position peaked at $5.82M in Q1 2018. 11 funds tracked by Wall St. Rank hold JHMI as of Q4 2018.

  • ACG Wealth reported no remaining John Hancock Multifactor Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • ACG Wealth sold 6,326 John Hancock Multifactor Industrials ETF shares in Q4 2018, an estimated $235K.
  • ACG Wealth first reported a position in John Hancock Multifactor Industrials ETF in Q4 2017 and held it in 4 quarters.
  • ACG Wealth's John Hancock Multifactor Industrials ETF position peaked at $5.82M in Q1 2018.
  • 11 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q4 2018.

Based on ACG Wealth's 13F filing for Q4 2018, filed 14 Jan 2019.