Cascade Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Cascade Investment Advisors’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-497	Closed	-$18.7K	–	260
2020 Q3	$18.7K	Hold	497	–	–	0.02%	195
2020 Q2	$17.5K	Hold	497	–	–	0.02%	188
2020 Q1	$14.1K	Hold	497	–	–	0.02%	190
2019 Q4	$19.5K	Hold	497	–	–	0.01%	192
2019 Q3	$18.3K	Hold	497	–	–	0.01%	196
2019 Q2	$18.1K	Hold	497	–	–	0.02%	186
2019 Q1	$17.5K	Hold	497	–	–	0.02%	175
2018 Q4	$15.1K	Hold	497	–	–	0.02%	179
2018 Q3	$18.1K	Hold	497	–	–	0.02%	167
2018 Q2	$17.3K	Buy	+497	New	+$17.3K	0.02%	168

Other funds holding JHMM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cascade Investment Advisors's JHMM Position: Q4 2020 in Review

Cascade Investment Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2020, closing a stake of 497 shares — an estimated $18.7K sold.

Cascade Investment Advisors first reported a position in JHMM in Q2 2018 and held it in 10 quarters. The position peaked at $19.5K in Q4 2019. 105 funds tracked by Wall St. Rank hold JHMM as of Q4 2020.

Cascade Investment Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2020 after selling out during the quarter.
Cascade Investment Advisors sold 497 John Hancock Multifactor Mid Cap ETF shares in Q4 2020, an estimated $18.7K.
Cascade Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2018 and held it in 10 quarters.
Cascade Investment Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $19.5K in Q4 2019.
105 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2020.

Based on Cascade Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.