Cavalier Investments’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

Cavalier Investments’s Portfolio JHMI Stock Details JHMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11,425	Closed	-$399K	–	211
2018 Q1	$399K	Hold	11,425	–	–	0.14%	113
2017 Q4	$401K	Sell	11,425 -27,148	-70%	-$926K	0.16%	110
2017 Q3	$1.26M	Hold	38,573	–	–	0.61%	44
2017 Q2	$1.21M	Buy	38,573 +2,184	+6%	+$66.8K	0.67%	36
2017 Q1	$1.09M	Buy	+36,389	New	+$1.08M	0.61%	35

Other funds holding JHMI

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

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

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

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cavalier Investments's JHMI Position: Q2 2018 in Review

Cavalier Investments sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q2 2018, closing a stake of 11,425 shares — an estimated $399K sold.

Cavalier Investments first reported a position in JHMI in Q1 2017 and held it in 5 quarters. The position peaked at $1.26M in Q3 2017. 11 funds tracked by Wall St. Rank hold JHMI as of Q2 2018.

Cavalier Investments reported no remaining John Hancock Multifactor Industrials ETF position as of Q2 2018 after selling out during the quarter.
Cavalier Investments sold 11,425 John Hancock Multifactor Industrials ETF shares in Q2 2018, an estimated $399K.
Cavalier Investments first reported a position in John Hancock Multifactor Industrials ETF in Q1 2017 and held it in 5 quarters.
Cavalier Investments's John Hancock Multifactor Industrials ETF position peaked at $1.26M in Q3 2017.
11 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.