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Concert Wealth Management’s Manulife Financial MFC Stock Holding History

Concert 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
2015
Q4 		– Sell
-11,290
Closed -$175K – 723
2015
Q3 		$175K Buy
11,290
+168
+2% +$2.82K 0.02% 632
2015
Q2 		$206K Buy
11,122
+59
+0.5% +$1.1K 0.03% 629
2015
Q1 		$188K Buy
+11,063
New +$190K 0.05% 395

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Concert Wealth Management's MFC Position: Q4 2015 in Review

Concert Wealth Management sold out of Manulife Financial (MFC) in Q4 2015, closing a stake of 11,290 shares — an estimated $175K sold.

Concert Wealth Management first reported a position in MFC in Q1 2015 and held it in 3 quarters. The position peaked at $206K in Q2 2015. 345 funds tracked by Wall St. Rank hold MFC as of Q4 2015.

  • Concert Wealth Management reported no remaining Manulife Financial position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 11,290 Manulife Financial shares in Q4 2015, an estimated $175K.
  • Concert Wealth Management first reported a position in Manulife Financial in Q1 2015 and held it in 3 quarters.
  • Concert Wealth Management's Manulife Financial position peaked at $206K in Q2 2015.
  • 345 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.