Avantax Advisory Services’s John Hancock Multifactor Energy ETF JHME Stock Holding History

Avantax Advisory Services’s Portfolio JHME Stock Details JHME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-8,984	Closed	-$206K	–	856
2019 Q3	$206K	Buy	8,984 +83	+0.9%	+$1.94K	0.01%	535
2019 Q2	$222K	Buy	8,901 +297	+3%	+$7.59K	0.01%	461
2019 Q1	$228K	Buy	+8,604	New	+$222K	0.01%	426

Other funds holding JHME

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

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

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

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

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

FHA

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Avantax Advisory Services's JHME Position: Q4 2019 in Review

Avantax Advisory Services sold out of John Hancock Multifactor Energy ETF (JHME) in Q4 2019, closing a stake of 8,984 shares — an estimated $206K sold.

Avantax Advisory Services first reported a position in JHME in Q1 2019 and held it in 3 quarters. The position peaked at $228K in Q1 2019. 15 funds tracked by Wall St. Rank hold JHME as of Q4 2019.

Avantax Advisory Services reported no remaining John Hancock Multifactor Energy ETF position as of Q4 2019 after selling out during the quarter.
Avantax Advisory Services sold 8,984 John Hancock Multifactor Energy ETF shares in Q4 2019, an estimated $206K.
Avantax Advisory Services first reported a position in John Hancock Multifactor Energy ETF in Q1 2019 and held it in 3 quarters.
Avantax Advisory Services's John Hancock Multifactor Energy ETF position peaked at $228K in Q1 2019.
15 funds tracked by Wall St. Rank held John Hancock Multifactor Energy ETF as of Q4 2019.

Based on Avantax Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.