Retirement Planning Group (Kansas)’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Retirement Planning Group (Kansas)’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
2020 Q1	–	Sell	-20,237	Closed	-$834K	–	63
2019 Q4	$834K	Sell	20,237 -247,735	-92%	-$9.84M	0.17%	34
2019 Q3	$10.3M	Sell	267,972 -290,344	-52%	-$11M	2.18%	10
2019 Q2	$21.1M	Buy	558,316 +29,017	+5%	+$1.08M	4.78%	7
2019 Q1	$19.3M	Buy	529,299 +55,676	+12%	+$1.95M	4.66%	8
2018 Q4	$15.2M	Buy	473,623 +36,576	+8%	+$1.27M	4.06%	8
2018 Q3	$16.4M	Buy	437,047 +32,513	+8%	+$1.2M	4.22%	8
2018 Q2	$14.2M	Buy	+404,534	New	+$14.3M	3.84%	8

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Retirement Planning Group (Kansas)'s JHML Position: Q1 2020 in Review

Retirement Planning Group (Kansas) sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2020, closing a stake of 20,237 shares — an estimated $834K sold.

Retirement Planning Group (Kansas) first reported a position in JHML in Q2 2018 and held it in 7 quarters. The position peaked at $21.1M in Q2 2019. 57 funds tracked by Wall St. Rank hold JHML as of Q1 2020.

Retirement Planning Group (Kansas) reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2020 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 20,237 John Hancock Multifactor Large Cap ETF shares in Q1 2020, an estimated $834K.
Retirement Planning Group (Kansas) first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2018 and held it in 7 quarters.
Retirement Planning Group (Kansas)'s John Hancock Multifactor Large Cap ETF position peaked at $21.1M in Q2 2019.
57 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2020.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2020, filed 5 May 2020.