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Avantax Planning Partners’s Manulife Financial MFC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-6,755
Closed -$121K – 834
2018
Q3 		$121K Buy
+6,755
New +$123K 0.01% 313
2018
Q2 		– Sell
-9,290
Closed -$173K – 966
2018
Q1 		$173K Buy
+9,290
New +$186K 0.01% 319

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

Avantax Planning Partners's MFC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Manulife Financial (MFC) in Q4 2018, closing a stake of 6,755 shares — an estimated $121K sold.

Avantax Planning Partners first reported a position in MFC in Q1 2018 and held it in 2 quarters. The position peaked at $173K in Q1 2018. 496 funds tracked by Wall St. Rank hold MFC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Manulife Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6,755 Manulife Financial shares in Q4 2018, an estimated $121K.
  • Avantax Planning Partners first reported a position in Manulife Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Manulife Financial position peaked at $173K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.