ACG Wealth’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

ACG Wealth’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,055	Closed	-$380K	–	355
2019 Q2	$380K	Hold	10,055	–	–	0.05%	249
2019 Q1	$367K	Hold	10,055	–	–	0.05%	243
2018 Q4	$322K	Hold	10,055	–	–	0.05%	238
2018 Q3	$377K	Hold	10,055	–	–	0.05%	222
2018 Q2	$354K	Hold	10,055	–	–	0.05%	211
2018 Q1	$347K	Sell	10,055 -221	-2%	-$7.84K	0.05%	215
2017 Q4	$358K	Buy	+10,276	New	+$349K	0.05%	232

Other funds holding JHML

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

ACG Wealth's JHML Position: Q3 2019 in Review

ACG Wealth sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2019, closing a stake of 10,055 shares — an estimated $380K sold.

ACG Wealth first reported a position in JHML in Q4 2017 and held it in 7 quarters. The position peaked at $380K in Q2 2019. 54 funds tracked by Wall St. Rank hold JHML as of Q3 2019.

ACG Wealth reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2019 after selling out during the quarter.
ACG Wealth sold 10,055 John Hancock Multifactor Large Cap ETF shares in Q3 2019, an estimated $380K.
ACG Wealth first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2017 and held it in 7 quarters.
ACG Wealth's John Hancock Multifactor Large Cap ETF position peaked at $380K in Q2 2019.
54 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2019.

Based on ACG Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.