Cavalier Investments’s John Hancock Multifactor Energy ETF JHME Stock Holding History

Cavalier Investments’s Portfolio JHME Stock Details JHME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-50,000	Closed	-$1.63M	–	213
2018 Q3	$1.63M	Hold	50,000	–	–	0.48%	53
2018 Q2	$1.62M	Buy	+50,000	New	+$1.57M	0.54%	38
2018 Q1	–	Sell	-370,263	Closed	-$11M	–	207
2017 Q4	$11M	Buy	+370,263	New	+$10.4M	4.38%	8

Other funds holding JHME

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

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

Cavalier Investments's JHME Position: Q4 2018 in Review

Cavalier Investments sold out of John Hancock Multifactor Energy ETF (JHME) in Q4 2018, closing a stake of 50,000 shares — an estimated $1.63M sold.

Cavalier Investments first reported a position in JHME in Q4 2017 and held it in 3 quarters. The position peaked at $11M in Q4 2017. 10 funds tracked by Wall St. Rank hold JHME as of Q4 2018.

Cavalier Investments reported no remaining John Hancock Multifactor Energy ETF position as of Q4 2018 after selling out during the quarter.
Cavalier Investments sold 50,000 John Hancock Multifactor Energy ETF shares in Q4 2018, an estimated $1.63M.
Cavalier Investments first reported a position in John Hancock Multifactor Energy ETF in Q4 2017 and held it in 3 quarters.
Cavalier Investments's John Hancock Multifactor Energy ETF position peaked at $11M in Q4 2017.
10 funds tracked by Wall St. Rank held John Hancock Multifactor Energy ETF as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.