Berman Capital Advisors’s Manulife Financial MFC Stock Holding History

Berman Capital 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
2021 Q3	$3K	Buy	170 +52	+44%	+$1.01K	﹤0.01%	1598
2021 Q2	$2K	Buy	118 +1	+0.9%	+$21	﹤0.01%	1614
2021 Q1	$2K	Buy	117 +66	+129%	+$1.31K	﹤0.01%	1527
2020 Q4	$0	Sell	51 -123	-71%	-$1.96K	﹤0.01%	1761
2020 Q3	$2K	Hold	174	–	–	﹤0.01%	1310
2020 Q2	$2K	Sell	174 -94	-35%	-$1.18K	﹤0.01%	1289
2020 Q1	$3K	Sell	268 -756	-74%	-$13.1K	﹤0.01%	1043
2019 Q4	$20K	Buy	1,024 +3	+0.3%	+$57	0.01%	538
2019 Q3	$18K	Buy	1,021 +3	+0.3%	+$53	0.01%	542
2019 Q2	$18K	Buy	1,018 +159	+19%	+$2.83K	0.01%	544
2019 Q1	$14K	Buy	859 +413	+93%	+$6.72K	﹤0.01%	556
2018 Q4	$6K	Buy	+446	New	+$7.07K	﹤0.01%	635

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Berman Capital Advisors's MFC Position: Q3 2021 in Review

Berman Capital Advisors increased its Manulife Financial (MFC) stake by 44% in Q3 2021, buying an estimated $1.01K and bringing the position to 170 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Berman Capital Advisors first reported a position in MFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $20K in Q4 2019. 465 funds tracked by Wall St. Rank hold MFC as of Q3 2021.

Berman Capital Advisors held 170 shares of Manulife Financial worth $3K as of Q3 2021.
Berman Capital Advisors bought 52 Manulife Financial shares in Q3 2021, an estimated $1.01K.
Manulife Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1598 holding.
Berman Capital Advisors first reported a position in Manulife Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Manulife Financial position peaked at $20K in Q4 2019.
465 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.