Colony Family Offices’s Manulife Financial MFC Stock Holding History

Colony Family Offices’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
2023 Q2	–	Sell	-22,509	Closed	-$413K	–	74
2023 Q1	$413K	Buy	+22,509	New	+$428K	0.16%	59
2022 Q4	–	Sell	-28,804	Closed	-$451K	–	79
2022 Q3	$451K	Buy	+28,804	New	+$505K	0.2%	49

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Colony Family Offices's MFC Position: Q2 2023 in Review

Colony Family Offices sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 22,509 shares — an estimated $413K sold.

Colony Family Offices first reported a position in MFC in Q3 2022 and held it in 2 quarters. The position peaked at $451K in Q3 2022. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

Colony Family Offices reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
Colony Family Offices sold 22,509 Manulife Financial shares in Q2 2023, an estimated $413K.
Colony Family Offices first reported a position in Manulife Financial in Q3 2022 and held it in 2 quarters.
Colony Family Offices's Manulife Financial position peaked at $451K in Q3 2022.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.