D.B. Root & Company’s John Hancock Multifactor Healthcare ETF JHMH Stock Holding History

D.B. Root & Company’s Portfolio JHMH Stock Details JHMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-9,339	Closed	-$351K	–	209
2020 Q2	$351K	Sell	9,339 -1,072	-10%	-$39.5K	0.15%	160
2020 Q1	$339K	Sell	10,411 -2,387	-19%	-$85.3K	0.17%	140
2019 Q4	$476K	Sell	12,798 -8,582	-40%	-$302K	0.21%	132
2019 Q3	$705K	Sell	21,380 -35,860	-63%	-$1.21M	0.33%	95
2019 Q2	$1.96M	Buy	57,240 +1,794	+3%	+$60.1K	0.87%	21
2019 Q1	$1.9M	Buy	55,446 +12,435	+29%	+$417K	0.81%	25
2018 Q4	$1.36M	Buy	+43,011	New	+$1.45M	0.68%	36

Other funds holding JHMH

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

D.B. Root & Company's JHMH Position: Q3 2020 in Review

D.B. Root & Company sold out of John Hancock Multifactor Healthcare ETF (JHMH) in Q3 2020, closing a stake of 9,339 shares — an estimated $351K sold.

D.B. Root & Company first reported a position in JHMH in Q4 2018 and held it in 7 quarters. The position peaked at $1.96M in Q2 2019. 18 funds tracked by Wall St. Rank hold JHMH as of Q3 2020.

D.B. Root & Company reported no remaining John Hancock Multifactor Healthcare ETF position as of Q3 2020 after selling out during the quarter.
D.B. Root & Company sold 9,339 John Hancock Multifactor Healthcare ETF shares in Q3 2020, an estimated $351K.
D.B. Root & Company first reported a position in John Hancock Multifactor Healthcare ETF in Q4 2018 and held it in 7 quarters.
D.B. Root & Company's John Hancock Multifactor Healthcare ETF position peaked at $1.96M in Q2 2019.
18 funds tracked by Wall St. Rank held John Hancock Multifactor Healthcare ETF as of Q3 2020.

Based on D.B. Root & Company's 13F filing for Q3 2020, filed 22 Oct 2020.