OPS
JHMU

Orion Portfolio Solutions’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

Orion Portfolio Solutions’s Portfolio JHMU Stock Details JHMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-257
Closed -$7K – 2456
2020
Q2 		$7K Sell
257
-67
-21% -$1.96K ﹤0.01% 1373
2020
Q1 		$9K Buy
+324
New +$10.7K ﹤0.01% 1138

Other funds holding JHMU

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Orion Portfolio Solutions's JHMU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q3 2020, closing a stake of 257 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in JHMU in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2020. 14 funds tracked by Wall St. Rank hold JHMU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining John Hancock Multifactor Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 257 John Hancock Multifactor Utilities ETF shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in John Hancock Multifactor Utilities ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's John Hancock Multifactor Utilities ETF position peaked at $9K in Q1 2020.
  • 14 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.