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Catalyst Private Wealth’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-2,650
Closed -$111K – 171
2020
Q3 		$111K Buy
+2,650
New +$109K 0.11% 77

Other funds holding JHML

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catalyst Private Wealth's JHML Position: Q4 2020 in Review

Catalyst Private Wealth sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2020, closing a stake of 2,650 shares — an estimated $111K sold.

Catalyst Private Wealth first reported a position in JHML in Q3 2020 and held it in 1 quarter. The position peaked at $111K in Q3 2020. 60 funds tracked by Wall St. Rank hold JHML as of Q4 2020.

  • Catalyst Private Wealth reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2,650 John Hancock Multifactor Large Cap ETF shares in Q4 2020, an estimated $111K.
  • Catalyst Private Wealth first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's John Hancock Multifactor Large Cap ETF position peaked at $111K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.