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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

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

LWM

Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return

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

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

BAM

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

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

Beaumont Financial Advisors sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q3 2020, closing a stake of 14,586 shares — an estimated $415K sold.

Beaumont Financial Advisors first reported a position in JHMU in Q4 2017 and held it in 8 quarters. The position peaked at $2.77M in Q4 2018. 14 funds tracked by Wall St. Rank hold JHMU as of Q3 2020.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Utilities ETF position as of Q3 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 14,586 John Hancock Multifactor Utilities ETF shares in Q3 2020, an estimated $415K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Utilities ETF in Q4 2017 and held it in 8 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Utilities ETF position peaked at $2.77M in Q4 2018.
14 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q3 2020.

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