Beaumont Financial Advisors’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-14,586	Closed	-$415K	–	319
2020 Q2	$415K	Buy	+14,586	New	+$427K	0.04%	201
2020 Q1	–	Sell	-13,703	Closed	-$466K	–	306
2019 Q4	$466K	Sell	13,703 -13,244	-49%	-$447K	0.05%	187
2019 Q3	$935K	Sell	26,947 -4,862	-15%	-$161K	0.09%	128
2019 Q2	$1.02M	Sell	31,809 -945	-3%	-$30K	0.11%	117
2019 Q1	$1.03M	Sell	32,754 -64,853	-66%	-$1.94M	0.11%	109
2018 Q4	$2.77M	Buy	97,607 +53,667	+122%	+$1.57M	0.45%	48
2018 Q3	$1.25M	Buy	+43,940	New	+$1.25M	0.12%	90
2018 Q1	–	Sell	-75,488	Closed	-$2.08M	–	229
2017 Q4	$2.08M	Buy	+75,488	New	+$2.16M	0.24%	79

Other funds holding JHMU

Manulife (Manufacturers Life Insurance)

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return