Beaumont Financial Advisors’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,303	Closed	-$456K	–	318
2020 Q2	$456K	Buy	+13,303	New	+$428K	0.05%	190
2019 Q2	–	Sell	-28,860	Closed	-$1.03M	–	260
2019 Q1	$1.03M	Buy	+28,860	New	+$984K	0.11%	113
2018 Q4	–	Sell	-33,713	Closed	-$1.25M	–	244
2018 Q3	$1.25M	Buy	+33,713	New	+$1.22M	0.12%	87

Other funds holding JHMI

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

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

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

OPS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIL

AGF Investments LLC Toronto, Ontario, Canada $1.09B AUM 10.57% 1-Year Est. Return

Beaumont Financial Advisors's JHMI Position: Q3 2020 in Review

Beaumont Financial Advisors sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q3 2020, closing a stake of 13,303 shares — an estimated $456K sold.

Beaumont Financial Advisors first reported a position in JHMI in Q3 2018 and held it in 3 quarters. The position peaked at $1.25M in Q3 2018. 13 funds tracked by Wall St. Rank hold JHMI as of Q3 2020.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Industrials ETF position as of Q3 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 13,303 John Hancock Multifactor Industrials ETF shares in Q3 2020, an estimated $456K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Industrials ETF in Q3 2018 and held it in 3 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Industrials ETF position peaked at $1.25M in Q3 2018.
13 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q3 2020.

Based on Beaumont Financial Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.