RFG Advisory
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RFG Advisory’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

RFG Advisory’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
Q2 		– Sell
-12,282
Closed -$346K – 419
2020
Q1 		$346K Buy
+12,282
New +$405K 0.07% 235

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFG Advisory's JHMU Position: Q2 2020 in Review

RFG Advisory sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q2 2020, closing a stake of 12,282 shares — an estimated $346K sold.

RFG Advisory first reported a position in JHMU in Q1 2020 and held it in 1 quarter. The position peaked at $346K in Q1 2020. 16 funds tracked by Wall St. Rank hold JHMU as of Q2 2020.

  • RFG Advisory reported no remaining John Hancock Multifactor Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • RFG Advisory sold 12,282 John Hancock Multifactor Utilities ETF shares in Q2 2020, an estimated $346K.
  • RFG Advisory first reported a position in John Hancock Multifactor Utilities ETF in Q1 2020 and held it in 1 quarter.
  • RFG Advisory's John Hancock Multifactor Utilities ETF position peaked at $346K in Q1 2020.
  • 16 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q2 2020.

Based on RFG Advisory's 13F filing for Q2 2020, filed 3 Aug 2020.