CI
JHME

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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return