Clear Perspective Advisors’s Manulife Financial MFC Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-456	Closed	-$8K	–	322
2018 Q2	$8K	Hold	456	–	–	0.01%	387
2018 Q1	$8K	Sell	456 -414	-48%	-$8.29K	0.01%	372
2017 Q4	$18K	Hold	870	–	–	0.01%	299
2017 Q3	$18K	Hold	870	–	–	0.01%	296
2017 Q2	$16K	Hold	870	–	–	0.01%	306
2017 Q1	$15K	Buy	870 +414	+91%	+$7.63K	0.01%	291
2016 Q4	$8K	Buy	+456	New	+$7.43K	0.01%	326

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JFL

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

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

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

Clear Perspective Advisors's MFC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Manulife Financial (MFC) in Q3 2018, closing a stake of 456 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in MFC in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q4 2017. 463 funds tracked by Wall St. Rank hold MFC as of Q3 2018.

Clear Perspective Advisors reported no remaining Manulife Financial position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 456 Manulife Financial shares in Q3 2018, an estimated $8K.
Clear Perspective Advisors first reported a position in Manulife Financial in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Manulife Financial position peaked at $18K in Q4 2017.
463 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.