Bellevue Asset Management’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

Bellevue Asset Management’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
2022 Q1	–	Sell	-668	Closed	-$24K	–	588
2021 Q4	$24K	Sell	668 -22	-3%	-$739	0.01%	263
2021 Q3	$22K	Hold	690	–	–	0.01%	277
2021 Q2	$22K	Sell	690 -526	-43%	-$17.3K	0.01%	280
2021 Q1	$39K	Sell	1,216 -21	-2%	-$643	0.02%	212
2020 Q4	$38K	Sell	1,237 -455	-27%	-$14.3K	0.02%	203
2020 Q3	$50K	Sell	1,692 -4,920	-74%	-$145K	0.04%	161
2020 Q2	$188K	Sell	6,612 -13,736	-68%	-$402K	0.19%	70
2020 Q1	$612K	Sell	20,348 -2,375	-10%	-$78.3K	0.64%	35
2019 Q4	$773K	Buy	+22,723	New	+$767K	0.6%	31

Other funds holding JHMU

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

LWM

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

PFGIA

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

AIL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellevue Asset Management's JHMU Position: Q1 2022 in Review

Bellevue Asset Management sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q1 2022, closing a stake of 668 shares — an estimated $24K sold.

Bellevue Asset Management first reported a position in JHMU in Q4 2019 and held it in 9 quarters. The position peaked at $773K in Q4 2019. 10 funds tracked by Wall St. Rank hold JHMU as of Q1 2022.

Bellevue Asset Management reported no remaining John Hancock Multifactor Utilities ETF position as of Q1 2022 after selling out during the quarter.
Bellevue Asset Management sold 668 John Hancock Multifactor Utilities ETF shares in Q1 2022, an estimated $24K.
Bellevue Asset Management first reported a position in John Hancock Multifactor Utilities ETF in Q4 2019 and held it in 9 quarters.
Bellevue Asset Management's John Hancock Multifactor Utilities ETF position peaked at $773K in Q4 2019.
10 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q1 2022.

Based on Bellevue Asset Management's 13F filing for Q1 2022, filed 11 May 2022.