Next Financial Group’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Next Financial Group’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	–	Sell	-833	Closed	-$32K	–	2443
2019 Q3	$32K	Hold	833	–	–	﹤0.01%	1289
2019 Q2	$31K	Buy	+833	New	+$31K	﹤0.01%	1321
2019 Q1	–	Sell	-2,952	Closed	-$95K	–	1887
2018 Q4	$95K	Buy	+2,952	New	+$103K	0.02%	607
2017 Q3	–	Sell	-2,594	Closed	-$82K	–	1862
2017 Q2	$82K	Buy	2,594 +1,272	+96%	+$39.8K	0.02%	608
2017 Q1	$41K	Sell	1,322 -78	-6%	-$2.36K	0.01%	793
2016 Q4	$41K	Hold	1,400	–	–	0.01%	1044
2016 Q3	$39K	Buy	1,400 +400	+40%	+$11.2K	0.01%	1056
2016 Q2	$26K	Hold	1,000	–	–	0.01%	869
2016 Q1	$26K	Buy	+1,000	New	+$25.1K	0.01%	841

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

Next Financial Group's JHML Position: Q4 2019 in Review

Next Financial Group sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2019, closing a stake of 833 shares — an estimated $32K sold.

Next Financial Group first reported a position in JHML in Q1 2016 and held it in 9 quarters. The position peaked at $95K in Q4 2018. 54 funds tracked by Wall St. Rank hold JHML as of Q4 2019.

Next Financial Group reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 833 John Hancock Multifactor Large Cap ETF shares in Q4 2019, an estimated $32K.
Next Financial Group first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2016 and held it in 9 quarters.
Next Financial Group's John Hancock Multifactor Large Cap ETF position peaked at $95K in Q4 2018.
54 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.