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

Altium 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
2018
Q3 		– Sell
-12,727
Closed -$229K – 312
2018
Q2 		$229K Buy
+12,727
New +$240K 0.06% 225

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CCM
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Vanguard Group
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TD Asset Management
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Altium Wealth Management's MFC Position: Q3 2018 in Review

Altium Wealth Management sold out of Manulife Financial (MFC) in Q3 2018, closing a stake of 12,727 shares — an estimated $229K sold.

Altium Wealth Management first reported a position in MFC in Q2 2018 and held it in 1 quarter. The position peaked at $229K in Q2 2018. 464 funds tracked by Wall St. Rank hold MFC as of Q3 2018.

  • Altium Wealth Management reported no remaining Manulife Financial position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 12,727 Manulife Financial shares in Q3 2018, an estimated $229K.
  • Altium Wealth Management first reported a position in Manulife Financial in Q2 2018 and held it in 1 quarter.
  • Altium Wealth Management's Manulife Financial position peaked at $229K in Q2 2018.
  • 464 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.