Cavalier Investments’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

Cavalier Investments’s Portfolio JHMU Stock Details JHMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-35,850	Closed	-$986K	–	208
2017 Q4	$986K	Sell	35,850 -4,344	-11%	-$124K	0.39%	58
2017 Q3	$1.12M	Hold	40,194	–	–	0.54%	49
2017 Q2	$1.08M	Buy	40,194 +17,593	+78%	+$482K	0.6%	39
2017 Q1	$610K	Buy	+22,601	New	+$586K	0.34%	70

Other funds holding JHMU

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

AIL

AGF Investments LLC Toronto, Ontario, Canada $1.09B AUM 10.57% 1-Year Est. Return

Cavalier Investments's JHMU Position: Q1 2018 in Review

Cavalier Investments sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q1 2018, closing a stake of 35,850 shares — an estimated $986K sold.

Cavalier Investments first reported a position in JHMU in Q1 2017 and held it in 4 quarters. The position peaked at $1.12M in Q3 2017. 5 funds tracked by Wall St. Rank hold JHMU as of Q1 2018.

Cavalier Investments reported no remaining John Hancock Multifactor Utilities ETF position as of Q1 2018 after selling out during the quarter.
Cavalier Investments sold 35,850 John Hancock Multifactor Utilities ETF shares in Q1 2018, an estimated $986K.
Cavalier Investments first reported a position in John Hancock Multifactor Utilities ETF in Q1 2017 and held it in 4 quarters.
Cavalier Investments's John Hancock Multifactor Utilities ETF position peaked at $1.12M in Q3 2017.
5 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.