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Concentrum Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Concentrum Wealth Management’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,925
Closed -$244K – 44
2019
Q4 		$244K Buy
5,925
+400
+7% +$15.9K 0.27% 38
2019
Q3 		$212K Buy
5,525
+200
+4% +$7.61K 0.27% 41
2019
Q2 		$201K Buy
+5,325
New +$198K 0.24% 41

Other funds holding JHML

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Concentrum Wealth Management's JHML Position: Q1 2020 in Review

Concentrum Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2020, closing a stake of 5,925 shares — an estimated $244K sold.

Concentrum Wealth Management first reported a position in JHML in Q2 2019 and held it in 3 quarters. The position peaked at $244K in Q4 2019. 57 funds tracked by Wall St. Rank hold JHML as of Q1 2020.

  • Concentrum Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Concentrum Wealth Management sold 5,925 John Hancock Multifactor Large Cap ETF shares in Q1 2020, an estimated $244K.
  • Concentrum Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2019 and held it in 3 quarters.
  • Concentrum Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $244K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2020.

Based on Concentrum Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.