Ladenburg Thalmann Financial Services’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$281K	Buy	6,816 +684	+11%	+$27.2K	﹤0.01%	2249
2019 Q3	$236K	Sell	6,132 -3,694	-38%	-$140K	﹤0.01%	2342
2019 Q2	$371K	Sell	9,826 -1,137	-10%	-$42.3K	﹤0.01%	1981
2019 Q1	$400K	Sell	10,963 -444	-4%	-$15.5K	﹤0.01%	1862
2018 Q4	$366K	Sell	11,407 -210	-2%	-$7.3K	﹤0.01%	1774
2018 Q3	$436K	Buy	11,617 +2,407	+26%	+$88.6K	﹤0.01%	1712
2018 Q2	$318K	Hold	9,210	–	–	﹤0.01%	1896
2018 Q1	$318K	Sell	9,210 -301	-3%	-$10.7K	﹤0.01%	1896
2017 Q4	$330K	Sell	9,511 -47,208	-83%	-$1.6M	﹤0.01%	1837
2017 Q3	$1.86M	Buy	56,719 +27,582	+95%	+$883K	0.02%	662
2017 Q2	$921K	Buy	29,137 +15,522	+114%	+$486K	0.01%	992
2017 Q1	$420K	Buy	+13,615	New	+$412K	0.01%	1421

Other funds holding JHML

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Ladenburg Thalmann Financial Services's JHML Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its John Hancock Multifactor Large Cap ETF (JHML) stake by 11% in Q4 2019, buying an estimated $27.2K and bringing the position to 6,816 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Ladenburg Thalmann Financial Services first reported a position in JHML in Q1 2017 and has held it in 12 quarters since. The position peaked at $1.86M in Q3 2017. 54 funds tracked by Wall St. Rank hold JHML as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,816 shares of John Hancock Multifactor Large Cap ETF worth $281K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 684 John Hancock Multifactor Large Cap ETF shares in Q4 2019, an estimated $27.2K.
John Hancock Multifactor Large Cap ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2249 holding.
Ladenburg Thalmann Financial Services first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2017 and has held it in 12 quarters since.
Ladenburg Thalmann Financial Services's John Hancock Multifactor Large Cap ETF position peaked at $1.86M in Q3 2017.
54 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.