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Alera Investment Advisors’s Manulife Financial MFC Stock Holding History

Alera Investment Advisors’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,186
Closed -$20K – 626
2019
Q1 		$20K Buy
1,186
+113
+11% +$1.84K 0.01% 298
2018
Q4 		$15K Buy
+1,073
New +$17K 0.01% 350

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Alera Investment Advisors's MFC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Manulife Financial (MFC) in Q2 2019, closing a stake of 1,186 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in MFC in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 461 funds tracked by Wall St. Rank hold MFC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Manulife Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,186 Manulife Financial shares in Q2 2019, an estimated $20K.
  • Alera Investment Advisors first reported a position in Manulife Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Manulife Financial position peaked at $20K in Q1 2019.
  • 461 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.