DI
JHMU

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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
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 $444M AUM 31.14% 1-Year Est. Return
UBS Group
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.