CapWealth Advisors’s Manulife Financial MFC Stock Holding History

CapWealth 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
2016 Q4	–	Sell	-600	Closed	-$8K	–	198
2016 Q3	$8K	Hold	600	–	–	﹤0.01%	225
2016 Q2	$8K	Hold	600	–	–	﹤0.01%	217
2016 Q1	$8K	Hold	600	–	–	﹤0.01%	248
2015 Q4	$9K	Hold	600	–	–	﹤0.01%	199
2015 Q3	$9K	Hold	600	–	–	﹤0.01%	197
2015 Q2	$11K	Sell	600 -444	-43%	-$8.25K	﹤0.01%	197
2015 Q1	$18K	Buy	+1,044	New	+$18K	﹤0.01%	188
2014 Q4	–	Sell	-1,044	Closed	-$20K	–	208
2014 Q3	$20K	Hold	1,044	–	–	﹤0.01%	184
2014 Q2	$21K	Sell	1,044 -624	-37%	-$11.8K	﹤0.01%	187
2014 Q1	$32K	Hold	1,668	–	–	0.01%	157
2013 Q4	$33K	Hold	1,668	–	–	0.01%	170
2013 Q3	$28K	Hold	1,668	–	–	0.01%	206
2013 Q2	$27K	Buy	+1,668	New	+$25.3K	0.01%	200

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

CapWealth Advisors's MFC Position: Q4 2016 in Review

CapWealth Advisors sold out of Manulife Financial (MFC) in Q4 2016, closing a stake of 600 shares — an estimated $8K sold.

CapWealth Advisors first reported a position in MFC in Q2 2013 and held it in 13 quarters. The position peaked at $33K in Q4 2013. 383 funds tracked by Wall St. Rank hold MFC as of Q4 2016.

CapWealth Advisors reported no remaining Manulife Financial position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 600 Manulife Financial shares in Q4 2016, an estimated $8K.
CapWealth Advisors first reported a position in Manulife Financial in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's Manulife Financial position peaked at $33K in Q4 2013.
383 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.