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

DFPG 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
2020 Q4	–	Sell	-9,458	Closed	-$292K	–	196
2020 Q3	$292K	Sell	9,458 -607	-6%	-$17.9K	0.16%	128
2020 Q2	$289K	Buy	10,065 +233	+2%	+$6.82K	0.18%	124
2020 Q1	$293K	Sell	9,832 -195	-2%	-$6.43K	0.22%	105
2019 Q4	$346K	Buy	10,027 +982	+11%	+$33.1K	0.23%	106
2019 Q3	$309K	Buy	+9,045	New	+$299K	0.26%	106

Other funds holding JHMU

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

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

LWM

Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

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

DFPG Investments's JHMU Position: Q4 2020 in Review

DFPG Investments sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q4 2020, closing a stake of 9,458 shares — an estimated $292K sold.

DFPG Investments first reported a position in JHMU in Q3 2019 and held it in 5 quarters. The position peaked at $346K in Q4 2019. 15 funds tracked by Wall St. Rank hold JHMU as of Q4 2020.

DFPG Investments reported no remaining John Hancock Multifactor Utilities ETF position as of Q4 2020 after selling out during the quarter.
DFPG Investments sold 9,458 John Hancock Multifactor Utilities ETF shares in Q4 2020, an estimated $292K.
DFPG Investments first reported a position in John Hancock Multifactor Utilities ETF in Q3 2019 and held it in 5 quarters.
DFPG Investments's John Hancock Multifactor Utilities ETF position peaked at $346K in Q4 2019.
15 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q4 2020.

Based on DFPG Investments's 13F filing for Q4 2020, filed 19 Jan 2021.