Ladenburg Thalmann Financial Services’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$25K	Hold	843	–	–	﹤0.01%	4026
2019 Q3	$25K	Hold	843	–	–	﹤0.01%	3913
2019 Q2	$23K	Buy	843 +543	+181%	+$15K	﹤0.01%	3985
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	4503
2018 Q4	$7K	Hold	300	–	–	﹤0.01%	4487
2018 Q3	$8K	Buy	+300	New	+$8.02K	﹤0.01%	4424
2018 Q1	–	Sell	-784	Closed	-$22K	–	5368
2017 Q4	$22K	Hold	784	–	–	﹤0.01%	3751
2017 Q3	$20K	Hold	784	–	–	﹤0.01%	3702
2017 Q2	$20K	Hold	784	–	–	﹤0.01%	3639
2017 Q1	$21K	Sell	784 -8,103	-91%	-$209K	﹤0.01%	3548
2016 Q4	$223K	Sell	8,887 -23,649	-73%	-$591K	﹤0.01%	1747
2016 Q3	$834K	Sell	32,536 -32,714	-50%	-$856K	0.01%	895
2016 Q2	$1.73M	Buy	+65,250	New	+$1.68M	0.03%	522

Other funds holding JHMS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its John Hancock Multifactor Consumer Staples ETF (JHMS) position steady in Q4 2019 at 843 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

Ladenburg Thalmann Financial Services first reported a position in JHMS in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.73M in Q2 2016. 14 funds tracked by Wall St. Rank hold JHMS as of Q4 2019.

Ladenburg Thalmann Financial Services held 843 shares of John Hancock Multifactor Consumer Staples ETF worth $25K as of Q4 2019.
Ladenburg Thalmann Financial Services left its John Hancock Multifactor Consumer Staples ETF share count unchanged in Q4 2019.
John Hancock Multifactor Consumer Staples ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4026 holding.
Ladenburg Thalmann Financial Services first reported a position in John Hancock Multifactor Consumer Staples ETF in Q2 2016 and has held it in 13 quarters since.
Ladenburg Thalmann Financial Services's John Hancock Multifactor Consumer Staples ETF position peaked at $1.73M in Q2 2016.
14 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q4 2019.

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