DBRC
JHMS

D.B. Root & Company’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

D.B. Root & Company’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
2019
Q2 		– Sell
-74,473
Closed -$2.03M – 214
2019
Q1 		$2.03M Buy
74,473
+16,913
+29% +$438K 0.87% 22
2018
Q4 		$1.41M Buy
+57,560
New +$1.54M 0.7% 32

Other funds holding JHMS

Manulife (Manufacturers Life Insurance)
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

D.B. Root & Company's JHMS Position: Q2 2019 in Review

D.B. Root & Company sold out of John Hancock Multifactor Consumer Staples ETF (JHMS) in Q2 2019, closing a stake of 74,473 shares — an estimated $2.03M sold.

D.B. Root & Company first reported a position in JHMS in Q4 2018 and held it in 2 quarters. The position peaked at $2.03M in Q1 2019. 15 funds tracked by Wall St. Rank hold JHMS as of Q2 2019.

  • D.B. Root & Company reported no remaining John Hancock Multifactor Consumer Staples ETF position as of Q2 2019 after selling out during the quarter.
  • D.B. Root & Company sold 74,473 John Hancock Multifactor Consumer Staples ETF shares in Q2 2019, an estimated $2.03M.
  • D.B. Root & Company first reported a position in John Hancock Multifactor Consumer Staples ETF in Q4 2018 and held it in 2 quarters.
  • D.B. Root & Company's John Hancock Multifactor Consumer Staples ETF position peaked at $2.03M in Q1 2019.
  • 15 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q2 2019.

Based on D.B. Root & Company's 13F filing for Q2 2019, filed 19 Jul 2019.