Atria Investments’s John Hancock Multifactor Financials ETF JHMF Stock Holding History

Atria Investments’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
2020 Q2	–	Sell	-24,889	Closed	-$698K	–	825
2020 Q1	$698K	Sell	24,889 -9,188	-27%	-$343K	0.05%	287
2019 Q4	$1.4M	Buy	+34,077	New	+$1.36M	0.04%	423

Other funds holding JHMF

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Investments's JHMF Position: Q2 2020 in Review

Atria Investments sold out of John Hancock Multifactor Financials ETF (JHMF) in Q2 2020, closing a stake of 24,889 shares — an estimated $698K sold.

Atria Investments first reported a position in JHMF in Q4 2019 and held it in 2 quarters. The position peaked at $1.4M in Q4 2019. 17 funds tracked by Wall St. Rank hold JHMF as of Q2 2020.

Atria Investments reported no remaining John Hancock Multifactor Financials ETF position as of Q2 2020 after selling out during the quarter.
Atria Investments sold 24,889 John Hancock Multifactor Financials ETF shares in Q2 2020, an estimated $698K.
Atria Investments first reported a position in John Hancock Multifactor Financials ETF in Q4 2019 and held it in 2 quarters.
Atria Investments's John Hancock Multifactor Financials ETF position peaked at $1.4M in Q4 2019.
17 funds tracked by Wall St. Rank held John Hancock Multifactor Financials ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.