Valley National Advisers’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

Valley National Advisers’s Portfolio JHMI Stock Details JHMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1	Closed	–	–	878
2020 Q3	$0	Hold	1	–	–	﹤0.01%	862
2020 Q2	$0	Hold	1	–	–	﹤0.01%	880
2020 Q1	$0	Hold	1	–	–	﹤0.01%	871
2019 Q4	$0	Hold	1	–	–	﹤0.01%	843
2019 Q3	$0	Buy	+1	New	+$37	﹤0.01%	843

Other funds holding JHMI

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valley National Advisers's JHMI Position: Q4 2020 in Review

Valley National Advisers sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q4 2020, closing a stake of 1 share.

Valley National Advisers first reported a position in JHMI in Q3 2019 and held it in 5 quarters. The position peaked at $0 in Q3 2020. 12 funds tracked by Wall St. Rank hold JHMI as of Q4 2020.

Valley National Advisers reported no remaining John Hancock Multifactor Industrials ETF position as of Q4 2020 after selling out during the quarter.
Valley National Advisers sold 1 John Hancock Multifactor Industrials ETF share in Q4 2020.
Valley National Advisers first reported a position in John Hancock Multifactor Industrials ETF in Q3 2019 and held it in 5 quarters.
Valley National Advisers's John Hancock Multifactor Industrials ETF position peaked at $0 in Q3 2020.
12 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q4 2020.

Based on Valley National Advisers's 13F filing for Q4 2020, filed 11 Feb 2021.