Beaumont Financial Advisors’s John Hancock Multifactor Consumer Discretionary ETF JHMC Stock Holding History

Beaumont Financial Advisors’s Portfolio JHMC Stock Details JHMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,616	Closed	-$333K	–	393
2021 Q2	$333K	Buy	6,616 +759	+13%	+$39.1K	0.03%	278
2021 Q1	$293K	Sell	5,857 -709	-11%	-$34.4K	0.02%	281
2020 Q4	$301K	Sell	6,566 -2,305	-26%	-$97.9K	0.03%	270
2020 Q3	$346K	Sell	8,871 -4,746	-35%	-$176K	0.03%	245
2020 Q2	$465K	Buy	+13,617	New	+$418K	0.05%	184
2020 Q1	–	Sell	-12,889	Closed	-$462K	–	304
2019 Q4	$462K	Sell	12,889 -14,533	-53%	-$501K	0.05%	188
2019 Q3	$923K	Sell	27,422 -3,211	-10%	-$108K	0.09%	132
2019 Q2	$1.02M	Sell	30,633 -1,182	-4%	-$38.9K	0.11%	115
2019 Q1	$1.03M	Buy	+31,815	New	+$984K	0.11%	108
2018 Q4	–	Sell	-37,702	Closed	-$1.25M	–	248
2018 Q3	$1.25M	Sell	37,702 -23,241	-38%	-$759K	0.12%	88
2018 Q2	$1.95M	Sell	60,943 -35,055	-37%	-$1.1M	0.21%	71
2018 Q1	$2.92M	Buy	95,998 +28,113	+41%	+$886K	0.33%	64
2017 Q4	$2.08M	Buy	+67,885	New	+$1.99M	0.24%	78

Other funds holding JHMC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

RJFSA

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Beaumont Financial Advisors's JHMC Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of John Hancock Multifactor Consumer Discretionary ETF (JHMC) in Q3 2021, closing a stake of 6,616 shares — an estimated $333K sold.

Beaumont Financial Advisors first reported a position in JHMC in Q4 2017 and held it in 13 quarters. The position peaked at $2.92M in Q1 2018. 20 funds tracked by Wall St. Rank hold JHMC as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 6,616 John Hancock Multifactor Consumer Discretionary ETF shares in Q3 2021, an estimated $333K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Consumer Discretionary ETF in Q4 2017 and held it in 13 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Consumer Discretionary ETF position peaked at $2.92M in Q1 2018.
20 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Discretionary ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.