Palo Capital’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Palo Capital’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
2018 Q4	$1.79M	Sell	55,834 -1,096	-2%	-$38.1K	0.76%	58
2018 Q3	$2.14M	Buy	56,930 +2,028	+4%	+$74.7K	0.77%	51
2018 Q2	$1.93M	Buy	54,902 +1,358	+3%	+$47.9K	0.7%	54
2018 Q1	$1.85M	Buy	+53,544	New	+$1.9M	0.67%	61

Other funds holding JHML

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Palo Capital's JHML Position: Q4 2018 in Review

Palo Capital reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 1.9% in Q4 2018, selling an estimated $38.1K and leaving 55,834 shares worth $1.79M. The position accounts for 0.76% of the portfolio, ranked #58.

Palo Capital first reported a position in JHML in Q1 2018 and has held it in 4 quarters since. The position peaked at $2.14M in Q3 2018. 50 funds tracked by Wall St. Rank hold JHML as of Q4 2018.

Palo Capital held 55,834 shares of John Hancock Multifactor Large Cap ETF worth $1.79M as of Q4 2018.
Palo Capital sold 1,096 John Hancock Multifactor Large Cap ETF shares in Q4 2018, an estimated $38.1K.
John Hancock Multifactor Large Cap ETF made up 0.76% of Palo Capital's portfolio in Q4 2018, its #58 holding.
Palo Capital first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2018 and has held it in 4 quarters since.
Palo Capital's John Hancock Multifactor Large Cap ETF position peaked at $2.14M in Q3 2018.
50 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.