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Palo Capital’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Palo Capital’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 		$501K Sell
16,458
-8
-0% -$266 0.21% 105
2018
Q3 		$601K Buy
16,466
+1,766
+12% +$63.9K 0.22% 106
2018
Q2 		$512K Buy
14,700
+704
+5% +$24.5K 0.19% 130
2018
Q1 		$480K Buy
+13,996
New +$487K 0.17% 131

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 $79.5B AUM 27.1% 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

Palo Capital's JHMM Position: Q4 2018 in Review

Palo Capital reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.05% in Q4 2018, selling an estimated $266 and leaving 16,458 shares worth $501K. The position accounts for 0.21% of the portfolio, ranked #105.

Palo Capital first reported a position in JHMM in Q1 2018 and has held it in 4 quarters since. The position peaked at $601K in Q3 2018. 60 funds tracked by Wall St. Rank hold JHMM as of Q4 2018.

  • Palo Capital held 16,458 shares of John Hancock Multifactor Mid Cap ETF worth $501K as of Q4 2018.
  • Palo Capital sold 8 John Hancock Multifactor Mid Cap ETF shares in Q4 2018, an estimated $266.
  • John Hancock Multifactor Mid Cap ETF made up 0.21% of Palo Capital's portfolio in Q4 2018, its #105 holding.
  • Palo Capital first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2018 and has held it in 4 quarters since.
  • Palo Capital's John Hancock Multifactor Mid Cap ETF position peaked at $601K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2018.

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