Kore Private Wealth’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-6,614	Closed	-$212K	–	471
2021 Q3	$212K	Hold	6,614	–	–	0.02%	415
2021 Q2	$210K	Buy	6,614 +16	+0.2%	+$526	0.02%	387
2021 Q1	$211K	Hold	6,598	–	–	0.03%	338
2020 Q4	$204K	Buy	+6,598	New	+$208K	0.03%	310
2020 Q3	–	Sell	-6,598	Closed	-$187K	–	1245
2020 Q2	$187K	Buy	6,598 +2,771	+72%	+$81.1K	0.04%	244
2020 Q1	$108K	Buy	+3,827	New	+$126K	0.03%	302

Other funds holding JHMU

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Kore Private Wealth's JHMU Position: Q4 2021 in Review

Kore Private Wealth sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q4 2021, closing a stake of 6,614 shares — an estimated $212K sold.

Kore Private Wealth first reported a position in JHMU in Q1 2020 and held it in 6 quarters. The position peaked at $212K in Q3 2021. 12 funds tracked by Wall St. Rank hold JHMU as of Q4 2021.

Kore Private Wealth reported no remaining John Hancock Multifactor Utilities ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 6,614 John Hancock Multifactor Utilities ETF shares in Q4 2021, an estimated $212K.
Kore Private Wealth first reported a position in John Hancock Multifactor Utilities ETF in Q1 2020 and held it in 6 quarters.
Kore Private Wealth's John Hancock Multifactor Utilities ETF position peaked at $212K in Q3 2021.
12 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.