DWM Financial Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

DWM Financial Group’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$7.92M	Buy	176,158 +1,299	+0.7%	+$54.3K	10.79%	4
2020 Q3	$6.58M	Sell	174,859 -3,564	-2%	-$133K	10.27%	4
2020 Q2	$6.27M	Sell	178,423 -135,680	-43%	-$4.46M	9.34%	3
2020 Q1	$8.92M	Sell	314,103 -66,713	-18%	-$2.4M	19.61%	1
2019 Q4	$14.9M	Buy	+380,816	New	+$14.4M	15.19%	1

Other funds holding JHMM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DWM Financial Group's JHMM Position: Q4 2020 in Review

DWM Financial Group increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.74% in Q4 2020, buying an estimated $54.3K and bringing the position to 176,158 shares worth $7.92M. The position accounts for 10.79% of the portfolio, ranked #4.

DWM Financial Group first reported a position in JHMM in Q4 2019 and has held it in 5 quarters since. The position peaked at $14.9M in Q4 2019. 105 funds tracked by Wall St. Rank hold JHMM as of Q4 2020.

DWM Financial Group held 176,158 shares of John Hancock Multifactor Mid Cap ETF worth $7.92M as of Q4 2020.
DWM Financial Group bought 1,299 John Hancock Multifactor Mid Cap ETF shares in Q4 2020, an estimated $54.3K.
John Hancock Multifactor Mid Cap ETF made up 10.79% of DWM Financial Group's portfolio in Q4 2020, its #4 holding.
DWM Financial Group first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2019 and has held it in 5 quarters since.
DWM Financial Group's John Hancock Multifactor Mid Cap ETF position peaked at $14.9M in Q4 2019.
105 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.