Convergence Investment Partners’s Manulife Financial MFC Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-483	Closed	-$9K	–	656
2018 Q1	$9K	Buy	+483	New	+$9.67K	﹤0.01%	718
2015 Q2	–	Sell	-21,720	Closed	-$369K	–	388
2015 Q1	$369K	Buy	+21,720	New	+$374K	0.05%	320
2014 Q1	–	Sell	-10,653	Closed	-$210K	–	409
2013 Q4	$210K	Sell	10,653 -7,759	-42%	-$142K	0.03%	354
2013 Q3	$305K	Sell	18,412 -6,781	-27%	-$116K	0.06%	243
2013 Q2	$404K	Buy	+25,193	New	+$382K	0.1%	214

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Convergence Investment Partners's MFC Position: Q2 2018 in Review

Convergence Investment Partners sold out of Manulife Financial (MFC) in Q2 2018, closing a stake of 483 shares — an estimated $9K sold.

Convergence Investment Partners first reported a position in MFC in Q2 2013 and held it in 5 quarters. The position peaked at $404K in Q2 2013. 453 funds tracked by Wall St. Rank hold MFC as of Q2 2018.

Convergence Investment Partners reported no remaining Manulife Financial position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 483 Manulife Financial shares in Q2 2018, an estimated $9K.
Convergence Investment Partners first reported a position in Manulife Financial in Q2 2013 and held it in 5 quarters.
Convergence Investment Partners's Manulife Financial position peaked at $404K in Q2 2013.
453 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.