Charter Oak Capital Management’s John Hancock Multifactor Energy ETF JHME Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-35	Closed	-$1K	–	984
2022 Q2	$1K	Buy	35 +30	+600%	+$976	﹤0.01%	902
2022 Q1	$0	Buy	+5	New	+$138	﹤0.01%	1069

Other funds holding JHME

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Charter Oak Capital Management's JHME Position: Q3 2022 in Review

Charter Oak Capital Management sold out of John Hancock Multifactor Energy ETF (JHME) in Q3 2022, closing a stake of 35 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in JHME in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 14 funds tracked by Wall St. Rank hold JHME as of Q3 2022.

Charter Oak Capital Management reported no remaining John Hancock Multifactor Energy ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 35 John Hancock Multifactor Energy ETF shares in Q3 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in John Hancock Multifactor Energy ETF in Q1 2022 and held it in 2 quarters.
Charter Oak Capital Management's John Hancock Multifactor Energy ETF position peaked at $1K in Q2 2022.
14 funds tracked by Wall St. Rank held John Hancock Multifactor Energy ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.