Cavalier Investments’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

Cavalier Investments’s Portfolio JHMS Stock Details JHMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-54,403	Closed	-$1.4M	–	181
2017 Q3	$1.4M	Hold	54,403	–	–	0.67%	34
2017 Q2	$1.42M	Buy	54,403 +18,148	+50%	+$484K	0.79%	21
2017 Q1	$952K	Buy	+36,255	New	+$935K	0.53%	46

Other funds holding JHMS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cavalier Investments's JHMS Position: Q4 2017 in Review

Cavalier Investments sold out of John Hancock Multifactor Consumer Staples ETF (JHMS) in Q4 2017, closing a stake of 54,403 shares — an estimated $1.4M sold.

Cavalier Investments first reported a position in JHMS in Q1 2017 and held it in 3 quarters. The position peaked at $1.42M in Q2 2017. 12 funds tracked by Wall St. Rank hold JHMS as of Q4 2017.

Cavalier Investments reported no remaining John Hancock Multifactor Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
Cavalier Investments sold 54,403 John Hancock Multifactor Consumer Staples ETF shares in Q4 2017, an estimated $1.4M.
Cavalier Investments first reported a position in John Hancock Multifactor Consumer Staples ETF in Q1 2017 and held it in 3 quarters.
Cavalier Investments's John Hancock Multifactor Consumer Staples ETF position peaked at $1.42M in Q2 2017.
12 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.