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Arete Wealth Advisors’s Manulife Financial MFC Stock Holding History

Arete Wealth 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
2018
Q3 		– Sell
-10,185
Closed -$183K – 383
2018
Q2 		$183K Sell
10,185
-15,520
-60% -$292K 0.04% 351
2018
Q1 		$478K Buy
+25,705
New +$514K 0.16% 168

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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
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 $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Arete Wealth Advisors's MFC Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Manulife Financial (MFC) in Q3 2018, closing a stake of 10,185 shares — an estimated $183K sold.

Arete Wealth Advisors first reported a position in MFC in Q1 2018 and held it in 2 quarters. The position peaked at $478K in Q1 2018. 463 funds tracked by Wall St. Rank hold MFC as of Q3 2018.

  • Arete Wealth Advisors reported no remaining Manulife Financial position as of Q3 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,185 Manulife Financial shares in Q3 2018, an estimated $183K.
  • Arete Wealth Advisors first reported a position in Manulife Financial in Q1 2018 and held it in 2 quarters.
  • Arete Wealth Advisors's Manulife Financial position peaked at $478K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.