Marino Stram & Associates’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Marino Stram & Associates’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
2019 Q2	–	Sell	-6,390	Closed	-$225K	–	336
2019 Q1	$225K	Sell	6,390 -25,455	-80%	-$861K	0.16%	69
2018 Q4	$969K	Sell	31,845 -15,250	-32%	-$508K	0.85%	23
2018 Q3	$1.72M	Buy	47,095 +2,632	+6%	+$95.2K	1.38%	12
2018 Q2	$1.55M	Buy	44,463 +35,752	+410%	+$1.25M	1.38%	12
2018 Q1	$390K	Buy	8,711 +6,591	+311%	+$230K	0.36%	53
2017 Q4	$72K	Buy	+2,120	New	+$70.6K	0.07%	143

Other funds holding JHMM

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

BCI

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

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

Marino Stram & Associates's JHMM Position: Q2 2019 in Review

Marino Stram & Associates sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2019, closing a stake of 6,390 shares — an estimated $225K sold.

Marino Stram & Associates first reported a position in JHMM in Q4 2017 and held it in 6 quarters. The position peaked at $1.72M in Q3 2018. 71 funds tracked by Wall St. Rank hold JHMM as of Q2 2019.

Marino Stram & Associates reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 6,390 John Hancock Multifactor Mid Cap ETF shares in Q2 2019, an estimated $225K.
Marino Stram & Associates first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's John Hancock Multifactor Mid Cap ETF position peaked at $1.72M in Q3 2018.
71 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.