Advisor Group’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

Advisor Group’s Portfolio JHMS Stock Details JHMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$81K	Sell	2,704 -389	-13%	-$11.4K	﹤0.01%	3087
2019 Q3	$90K	Buy	3,093 +4	+0.1%	+$114	﹤0.01%	2964
2019 Q2	$85K	Buy	3,089 +68	+2%	+$1.88K	﹤0.01%	2988
2019 Q1	$83K	Buy	3,021 +2,627	+667%	+$68K	﹤0.01%	3021
2018 Q4	$10K	Sell	394 -1,952	-83%	-$52.1K	﹤0.01%	4235
2018 Q3	$63K	Buy	2,346 +1,964	+514%	+$52.5K	﹤0.01%	3118
2018 Q2	$10K	Hold	382	–	–	﹤0.01%	4103
2018 Q1	$10K	Buy	382 +2	+0.5%	+$54	﹤0.01%	4116
2017 Q4	$11K	Hold	380	–	–	﹤0.01%	4056
2017 Q3	$10K	Hold	380	–	–	﹤0.01%	4015
2017 Q2	$10K	Buy	+380	New	+$10.1K	﹤0.01%	3957

Other funds holding JHMS

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

BCI

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

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

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

BFA

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisor Group's JHMS Position: Q4 2019 in Review

Advisor Group reduced its John Hancock Multifactor Consumer Staples ETF (JHMS) stake by 13% in Q4 2019, selling an estimated $11.4K and leaving 2,704 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Advisor Group first reported a position in JHMS in Q2 2017 and has held it in 11 quarters since. The position peaked at $90K in Q3 2019. 14 funds tracked by Wall St. Rank hold JHMS as of Q4 2019.

Advisor Group held 2,704 shares of John Hancock Multifactor Consumer Staples ETF worth $81K as of Q4 2019.
Advisor Group sold 389 John Hancock Multifactor Consumer Staples ETF shares in Q4 2019, an estimated $11.4K.
John Hancock Multifactor Consumer Staples ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3087 holding.
Advisor Group first reported a position in John Hancock Multifactor Consumer Staples ETF in Q2 2017 and has held it in 11 quarters since.
Advisor Group's John Hancock Multifactor Consumer Staples ETF position peaked at $90K in Q3 2019.
14 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q4 2019.

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