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Ropes Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-700
Closed -$31K – 519
2020
Q4 		$31K Buy
+700
New +$29.3K ﹤0.01% 439

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ropes Wealth Advisors's JHMM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2021, closing a stake of 700 shares — an estimated $31K sold.

Ropes Wealth Advisors first reported a position in JHMM in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 111 funds tracked by Wall St. Rank hold JHMM as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 700 John Hancock Multifactor Mid Cap ETF shares in Q1 2021, an estimated $31K.
  • Ropes Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $31K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.