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Disciplined Investments’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Disciplined Investments’s Portfolio JHSC Stock Details JHSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-122
Closed -$2K – 426
2020
Q1 		$2K Hold
122
– – ﹤0.01% 366
2019
Q4 		$3K Buy
+122
New +$3.29K ﹤0.01% 361

Other funds holding JHSC

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Disciplined Investments's JHSC Position: Q2 2020 in Review

Disciplined Investments sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2020, closing a stake of 122 shares — an estimated $2K sold.

Disciplined Investments first reported a position in JHSC in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 35 funds tracked by Wall St. Rank hold JHSC as of Q2 2020.

  • Disciplined Investments reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 122 John Hancock Multifactor Small Cap ETF shares in Q2 2020, an estimated $2K.
  • Disciplined Investments first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2019 and held it in 2 quarters.
  • Disciplined Investments's John Hancock Multifactor Small Cap ETF position peaked at $3K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.