Asset Planning Services (Pennsylvania)’s Manulife Financial MFC Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-201	Closed	-$4K	–	187
2019 Q3	$4K	Hold	201	–	–	﹤0.01%	244
2019 Q2	$4K	Hold	201	–	–	﹤0.01%	236
2019 Q1	$3K	Hold	201	–	–	﹤0.01%	240
2018 Q4	$3K	Hold	201	–	–	﹤0.01%	243
2018 Q3	$3K	Hold	201	–	–	﹤0.01%	243
2018 Q2	$4K	Hold	201	–	–	﹤0.01%	237
2018 Q1	$4K	Hold	201	–	–	﹤0.01%	239
2017 Q4	$4K	Hold	201	–	–	﹤0.01%	243
2017 Q3	$4K	Hold	201	–	–	﹤0.01%	267
2017 Q2	$4K	Hold	201	–	–	﹤0.01%	268
2017 Q1	$4K	Hold	201	–	–	﹤0.01%	260
2016 Q4	$4K	Hold	201	–	–	﹤0.01%	244
2016 Q3	$3K	Hold	201	–	–	﹤0.01%	245
2016 Q2	$3K	Buy	+201	New	+$2.86K	﹤0.01%	256
2015 Q4	–	Sell	-595	Closed	-$9K	–	240
2015 Q3	$9K	Sell	595 -336	-36%	-$5.64K	0.01%	164
2015 Q2	$17K	Buy	+931	New	+$17.3K	0.02%	152

Other funds holding MFC

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s MFC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Manulife Financial (MFC) in Q4 2019, closing a stake of 201 shares — an estimated $4K sold.

Asset Planning Services (Pennsylvania) first reported a position in MFC in Q2 2015 and held it in 16 quarters. The position peaked at $17K in Q2 2015. 470 funds tracked by Wall St. Rank hold MFC as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Manulife Financial position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 201 Manulife Financial shares in Q4 2019, an estimated $4K.
Asset Planning Services (Pennsylvania) first reported a position in Manulife Financial in Q2 2015 and held it in 16 quarters.
Asset Planning Services (Pennsylvania)'s Manulife Financial position peaked at $17K in Q2 2015.
470 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.