Cavalier Investments’s John Hancock Multifactor Financials ETF JHMF Stock Holding History

Cavalier Investments’s Portfolio JHMF Stock Details JHMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,636	Closed	-$322K	–	211
2018 Q3	$322K	Hold	8,636	–	–	0.09%	145
2018 Q2	$313K	Hold	8,636	–	–	0.11%	139
2018 Q1	$320K	Hold	8,636	–	–	0.11%	125
2017 Q4	$317K	Sell	8,636 -32,225	-79%	-$1.15M	0.13%	121
2017 Q3	$1.4M	Hold	40,861	–	–	0.67%	33
2017 Q2	$1.34M	Buy	+40,861	New	+$1.29M	0.75%	24

Other funds holding JHMF

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

RJFSA

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Cavalier Investments's JHMF Position: Q4 2018 in Review

Cavalier Investments sold out of John Hancock Multifactor Financials ETF (JHMF) in Q4 2018, closing a stake of 8,636 shares — an estimated $322K sold.

Cavalier Investments first reported a position in JHMF in Q2 2017 and held it in 6 quarters. The position peaked at $1.4M in Q3 2017. 23 funds tracked by Wall St. Rank hold JHMF as of Q4 2018.

Cavalier Investments reported no remaining John Hancock Multifactor Financials ETF position as of Q4 2018 after selling out during the quarter.
Cavalier Investments sold 8,636 John Hancock Multifactor Financials ETF shares in Q4 2018, an estimated $322K.
Cavalier Investments first reported a position in John Hancock Multifactor Financials ETF in Q2 2017 and held it in 6 quarters.
Cavalier Investments's John Hancock Multifactor Financials ETF position peaked at $1.4M in Q3 2017.
23 funds tracked by Wall St. Rank held John Hancock Multifactor Financials ETF as of Q4 2018.

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