CAPTRUST Financial Advisors
JHML icon

CAPTRUST Financial Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

CAPTRUST Financial Advisors’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-29
Closed -$2K – 4702
2021
Q2 		$2K Buy
+29
New +$1.55K ﹤0.01% 4181

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors's JHML Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2021, closing a stake of 29 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in JHML in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 63 funds tracked by Wall St. Rank hold JHML as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 29 John Hancock Multifactor Large Cap ETF shares in Q3 2021, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's John Hancock Multifactor Large Cap ETF position peaked at $2K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.