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Mosaic Family Wealth’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Mosaic Family Wealth’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
2018
Q4 		– Sell
-198
Closed -$6.59K – 646
2018
Q3 		$7K Hold
198
– – ﹤0.01% 533
2018
Q2 		$7K Buy
+198
New +$6.9K ﹤0.01% 566

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mosaic Family Wealth's JHMM Position: Q4 2018 in Review

Mosaic Family Wealth sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2018, closing a stake of 198 shares — an estimated $6.59K sold.

Mosaic Family Wealth first reported a position in JHMM in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 60 funds tracked by Wall St. Rank hold JHMM as of Q4 2018.

  • Mosaic Family Wealth reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 198 John Hancock Multifactor Mid Cap ETF shares in Q4 2018, an estimated $6.59K.
  • Mosaic Family Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2018 and held it in 2 quarters.
  • Mosaic Family Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $7K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.