Beaumont Financial Advisors’s John Hancock Multifactor Financials ETF JHMF Stock Holding History

Beaumont Financial Advisors’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
2021 Q3	–	Sell	-7,396	Closed	-$350K	–	391
2021 Q2	$350K	Buy	7,396 +828	+13%	+$41.7K	0.03%	266
2021 Q1	$309K	Sell	6,568 -686	-9%	-$30.6K	0.03%	266
2020 Q4	$301K	Sell	7,254 -2,877	-28%	-$109K	0.03%	268
2020 Q3	$346K	Buy	+10,131	New	+$347K	0.03%	243
2020 Q1	–	Sell	-11,213	Closed	-$461K	–	302
2019 Q4	$461K	Sell	11,213 -12,762	-53%	-$508K	0.05%	190
2019 Q3	$922K	Sell	23,975 -2,995	-11%	-$114K	0.09%	133
2019 Q2	$1.02M	Sell	26,970 -2,116	-7%	-$78.5K	0.11%	116
2019 Q1	$1.02M	Buy	+29,086	New	+$1.01M	0.11%	115

Other funds holding JHMF

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FHA

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VFM

Vivid Financial Management Orcutt, California $268M AUM 18.21% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of John Hancock Multifactor Financials ETF (JHMF) in Q3 2021, closing a stake of 7,396 shares — an estimated $350K sold.

Beaumont Financial Advisors first reported a position in JHMF in Q1 2019 and held it in 8 quarters. The position peaked at $1.02M in Q1 2019. 22 funds tracked by Wall St. Rank hold JHMF as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Financials ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 7,396 John Hancock Multifactor Financials ETF shares in Q3 2021, an estimated $350K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Financials ETF in Q1 2019 and held it in 8 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Financials ETF position peaked at $1.02M in Q1 2019.
22 funds tracked by Wall St. Rank held John Hancock Multifactor Financials ETF as of Q3 2021.

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