Avantax Planning Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Avantax Planning Partners’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-433	Closed	-$16K	–	760
2018 Q3	$16K	Buy	+433	New	+$15.7K	﹤0.01%	753
2018 Q2	–	Sell	-431	Closed	-$15K	–	864
2018 Q1	$15K	Buy	+431	New	+$15K	﹤0.01%	891

Other funds holding JHMM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Avantax Planning Partners's JHMM Position: Q4 2018 in Review

Avantax Planning Partners sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2018, closing a stake of 433 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in JHMM in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 60 funds tracked by Wall St. Rank hold JHMM as of Q4 2018.

Avantax Planning Partners reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 433 John Hancock Multifactor Mid Cap ETF shares in Q4 2018, an estimated $16K.
Avantax Planning Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's John Hancock Multifactor Mid Cap ETF position peaked at $16K in Q3 2018.
60 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.