AWM
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Alterna Wealth Management’s Manulife Financial MFC Stock Holding History

Alterna Wealth Management’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
2020
Q4 		– Sell
-13,295
Closed -$185K – 98
2020
Q3 		$185K Buy
+13,295
New +$190K 0.27% 81
2020
Q2 		– Sell
-11,650
Closed -$146K – 108
2020
Q1 		$146K Buy
+11,650
New +$202K 0.21% 62

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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Alterna Wealth Management's MFC Position: Q4 2020 in Review

Alterna Wealth Management sold out of Manulife Financial (MFC) in Q4 2020, closing a stake of 13,295 shares — an estimated $185K sold.

Alterna Wealth Management first reported a position in MFC in Q1 2020 and held it in 2 quarters. The position peaked at $185K in Q3 2020. 448 funds tracked by Wall St. Rank hold MFC as of Q4 2020.

  • Alterna Wealth Management reported no remaining Manulife Financial position as of Q4 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 13,295 Manulife Financial shares in Q4 2020, an estimated $185K.
  • Alterna Wealth Management first reported a position in Manulife Financial in Q1 2020 and held it in 2 quarters.
  • Alterna Wealth Management's Manulife Financial position peaked at $185K in Q3 2020.
  • 448 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.