Cornerstone Financial Partners’s Manulife Financial MFC Stock Holding History

Cornerstone Financial 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
2017 Q4	$2M	Sell	95,879 -4,608	-5%	-$95.8K	0.65%	41
2017 Q3	$2.04M	Sell	100,487 -1,290	-1%	-$25.6K	0.77%	38
2017 Q2	$1.91M	Sell	101,777 -187	-0.2%	-$3.3K	0.75%	39
2017 Q1	$1.81M	Sell	101,964 -1,786	-2%	-$32.9K	0.61%	48
2016 Q4	$1.85M	Buy	103,750 +1,696	+2%	+$27.6K	0.59%	47
2016 Q3	$1.44M	Buy	102,054 +4,594	+5%	+$62.5K	0.5%	49
2016 Q2	$1.33M	Buy	+97,460	New	+$1.39M	0.47%	54
2016 Q1	–	Sell	-57,389	Closed	-$860K	–	166
2015 Q4	$860K	Buy	+57,389	New	+$926K	0.32%	83

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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 $61.3B AUM 39.33% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Cornerstone Financial Partners's MFC Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its Manulife Financial (MFC) stake by 4.6% in Q4 2017, selling an estimated $95.8K and leaving 95,879 shares worth $2M. The position accounts for 0.65% of the portfolio, ranked #41.

Cornerstone Financial Partners first reported a position in MFC in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2017. 453 funds tracked by Wall St. Rank hold MFC as of Q4 2017.

Cornerstone Financial Partners held 95,879 shares of Manulife Financial worth $2M as of Q4 2017.
Cornerstone Financial Partners sold 4,608 Manulife Financial shares in Q4 2017, an estimated $95.8K.
Manulife Financial made up 0.65% of Cornerstone Financial Partners's portfolio in Q4 2017, its #41 holding.
Cornerstone Financial Partners first reported a position in Manulife Financial in Q4 2015 and has held it in 8 quarters since.
Cornerstone Financial Partners's Manulife Financial position peaked at $2.04M in Q3 2017.
453 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.