Beaumont Financial Advisors’s John Hancock Multifactor Energy ETF JHME Stock Holding History

Beaumont Financial Advisors’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
2021 Q3	–	Sell	-19,175	Closed	-$365K	–	394
2021 Q2	$365K	Buy	19,175 +1,952	+11%	+$39.5K	0.03%	261
2021 Q1	$324K	Buy	+17,223	New	+$304K	0.03%	259
2019 Q2	–	Sell	-38,768	Closed	-$1.03M	–	263
2019 Q1	$1.03M	Buy	+38,768	New	+$999K	0.11%	111
2018 Q4	–	Sell	-38,048	Closed	-$1.24M	–	249
2018 Q3	$1.24M	Sell	38,048 -22,458	-37%	-$720K	0.12%	93
2018 Q2	$1.96M	Buy	+60,506	New	+$1.91M	0.21%	70

Other funds holding JHME

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of John Hancock Multifactor Energy ETF (JHME) in Q3 2021, closing a stake of 19,175 shares — an estimated $365K sold.

Beaumont Financial Advisors first reported a position in JHME in Q2 2018 and held it in 5 quarters. The position peaked at $1.96M in Q2 2018. 13 funds tracked by Wall St. Rank hold JHME as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Energy ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 19,175 John Hancock Multifactor Energy ETF shares in Q3 2021, an estimated $365K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Energy ETF in Q2 2018 and held it in 5 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Energy ETF position peaked at $1.96M in Q2 2018.
13 funds tracked by Wall St. Rank held John Hancock Multifactor Energy ETF as of Q3 2021.

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