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Asset Dedication LLC’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Asset Dedication LLC’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
Q1 		– Sell
-329
Closed -$11K – 633
2018
Q4 		$11K Buy
+329
New +$11.4K ﹤0.01% 417

Other funds holding JHML

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Asset Dedication LLC's JHML Position: Q1 2019 in Review

Asset Dedication LLC sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2019, closing a stake of 329 shares — an estimated $11K sold.

Asset Dedication LLC first reported a position in JHML in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 44 funds tracked by Wall St. Rank hold JHML as of Q1 2019.

  • Asset Dedication LLC reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Asset Dedication LLC sold 329 John Hancock Multifactor Large Cap ETF shares in Q1 2019, an estimated $11K.
  • Asset Dedication LLC first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2018 and held it in 1 quarter.
  • Asset Dedication LLC's John Hancock Multifactor Large Cap ETF position peaked at $11K in Q4 2018.
  • 44 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2019.

Based on Asset Dedication LLC's 13F filing for Q1 2019, filed 19 Apr 2019.