Bellevue Asset Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Bellevue Asset Management’s Portfolio JHSC Stock Details JHSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-73	Closed	-$2K	–	615
2020 Q2	$2K	Sell	73 -298	-80%	-$6.54K	﹤0.01%	546
2020 Q1	$8K	Hold	371	–	–	0.01%	355
2019 Q4	$10K	Buy	+371	New	+$10K	0.01%	314

Other funds holding JHSC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

BCI

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bellevue Asset Management's JHSC Position: Q3 2020 in Review

Bellevue Asset Management sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q3 2020, closing a stake of 73 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in JHSC in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 35 funds tracked by Wall St. Rank hold JHSC as of Q3 2020.

Bellevue Asset Management reported no remaining John Hancock Multifactor Small Cap ETF position as of Q3 2020 after selling out during the quarter.
Bellevue Asset Management sold 73 John Hancock Multifactor Small Cap ETF shares in Q3 2020, an estimated $2K.
Bellevue Asset Management first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2019 and held it in 3 quarters.
Bellevue Asset Management's John Hancock Multifactor Small Cap ETF position peaked at $10K in Q4 2019.
35 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2020.

Based on Bellevue Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.