Burt Wealth Advisors’s Manulife Financial MFC Stock Holding History

Burt 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
2020 Q2	–	Sell	-103	Closed	-$1K	–	429
2020 Q1	$1K	Hold	103	–	–	﹤0.01%	378
2019 Q4	$2K	Hold	103	–	–	﹤0.01%	321
2019 Q3	$2K	Hold	103	–	–	﹤0.01%	319
2019 Q2	$2K	Hold	103	–	–	﹤0.01%	323
2019 Q1	$2K	Hold	103	–	–	﹤0.01%	335
2018 Q4	$1K	Hold	103	–	–	﹤0.01%	346
2018 Q3	$2K	Hold	103	–	–	﹤0.01%	357
2018 Q2	$2K	Hold	103	–	–	﹤0.01%	346
2018 Q1	$2K	Hold	103	–	–	﹤0.01%	353
2017 Q4	$2K	Buy	+103	New	+$2.14K	﹤0.01%	345

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

Burt Wealth Advisors's MFC Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Manulife Financial (MFC) in Q2 2020, closing a stake of 103 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in MFC in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 427 funds tracked by Wall St. Rank hold MFC as of Q2 2020.

Burt Wealth Advisors reported no remaining Manulife Financial position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 103 Manulife Financial shares in Q2 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in Manulife Financial in Q4 2017 and held it in 10 quarters.
Burt Wealth Advisors's Manulife Financial position peaked at $2K in Q4 2019.
427 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.