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Castle Rock Wealth Management’s Manulife Financial MFC Stock Holding History

Castle Rock Wealth Management’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 		– Sell
-56,449
Closed -$1.13M – 264
2021
Q2 		$1.13M Buy
56,449
+13,171
+30% +$276K 0.42% 76
2021
Q1 		$909K Buy
+43,278
New +$862K 0.37% 104

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Capital World Investors
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

Castle Rock Wealth Management's MFC Position: Q3 2021 in Review

Castle Rock Wealth Management sold out of Manulife Financial (MFC) in Q3 2021, closing a stake of 56,449 shares — an estimated $1.13M sold.

Castle Rock Wealth Management first reported a position in MFC in Q1 2021 and held it in 2 quarters. The position peaked at $1.13M in Q2 2021. 464 funds tracked by Wall St. Rank hold MFC as of Q3 2021.

  • Castle Rock Wealth Management reported no remaining Manulife Financial position as of Q3 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 56,449 Manulife Financial shares in Q3 2021, an estimated $1.13M.
  • Castle Rock Wealth Management first reported a position in Manulife Financial in Q1 2021 and held it in 2 quarters.
  • Castle Rock Wealth Management's Manulife Financial position peaked at $1.13M in Q2 2021.
  • 464 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2021.

Based on Castle Rock Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.