Advisor Group’s John Hancock Multifactor Financials ETF JHMF Stock Holding History

Advisor Group’s Portfolio JHMF Stock Details JHMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$172K	Sell	4,157 -1,762	-30%	-$70.2K	﹤0.01%	2519
2019 Q3	$228K	Sell	5,919 -2,913	-33%	-$111K	﹤0.01%	2221
2019 Q2	$335K	Buy	8,832 +1,339	+18%	+$49.7K	﹤0.01%	1907
2019 Q1	$263K	Buy	7,493 +1,850	+33%	+$64.1K	﹤0.01%	2048
2018 Q4	$177K	Buy	5,643 +78	+1%	+$2.69K	﹤0.01%	2181
2018 Q3	$207K	Buy	5,565 +2,005	+56%	+$75.3K	﹤0.01%	2142
2018 Q2	$129K	Hold	3,560	–	–	﹤0.01%	2321
2018 Q1	$132K	Buy	3,560 +1,760	+98%	+$67K	﹤0.01%	2316
2017 Q4	$66K	Buy	1,800 +50	+3%	+$1.78K	﹤0.01%	2898
2017 Q3	$60K	Buy	1,750 +250	+17%	+$8.29K	﹤0.01%	2815
2017 Q2	$49K	Buy	1,500 +500	+50%	+$15.8K	﹤0.01%	2873
2017 Q1	$32K	Hold	1,000	–	–	﹤0.01%	3047
2016 Q4	$31K	Buy	1,000 +800	+400%	+$23.2K	﹤0.01%	2960
2016 Q3	$5K	Buy	+200	New	+$5.13K	﹤0.01%	3956

Other funds holding JHMF

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Advisor Group's JHMF Position: Q4 2019 in Review

Advisor Group reduced its John Hancock Multifactor Financials ETF (JHMF) stake by 30% in Q4 2019, selling an estimated $70.2K and leaving 4,157 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Advisor Group first reported a position in JHMF in Q3 2016 and has held it in 14 quarters since. The position peaked at $335K in Q2 2019. 26 funds tracked by Wall St. Rank hold JHMF as of Q4 2019.

Advisor Group held 4,157 shares of John Hancock Multifactor Financials ETF worth $172K as of Q4 2019.
Advisor Group sold 1,762 John Hancock Multifactor Financials ETF shares in Q4 2019, an estimated $70.2K.
John Hancock Multifactor Financials ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2519 holding.
Advisor Group first reported a position in John Hancock Multifactor Financials ETF in Q3 2016 and has held it in 14 quarters since.
Advisor Group's John Hancock Multifactor Financials ETF position peaked at $335K in Q2 2019.
26 funds tracked by Wall St. Rank held John Hancock Multifactor Financials ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.