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Curated Wealth Partners’s Manulife Financial MFC Stock Holding History

Curated Wealth 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
2021
Q3 		– Sell
-12,912
Closed -$254K – 148
2021
Q2 		$254K Sell
12,912
-5,394
-29% -$113K 0.14% 121
2021
Q1 		$394K Sell
18,306
-831
-4% -$16.6K 0.24% 83
2020
Q4 		$341K Buy
+19,137
New +$305K 0.22% 89

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Curated Wealth Partners's MFC Position: Q3 2021 in Review

Curated Wealth Partners sold out of Manulife Financial (MFC) in Q3 2021, closing a stake of 12,912 shares — an estimated $254K sold.

Curated Wealth Partners first reported a position in MFC in Q4 2020 and held it in 3 quarters. The position peaked at $394K in Q1 2021. 464 funds tracked by Wall St. Rank hold MFC as of Q3 2021.

  • Curated Wealth Partners reported no remaining Manulife Financial position as of Q3 2021 after selling out during the quarter.
  • Curated Wealth Partners sold 12,912 Manulife Financial shares in Q3 2021, an estimated $254K.
  • Curated Wealth Partners first reported a position in Manulife Financial in Q4 2020 and held it in 3 quarters.
  • Curated Wealth Partners's Manulife Financial position peaked at $394K in Q1 2021.
  • 464 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2021.

Based on Curated Wealth Partners's 13F filing for Q3 2021, filed 8 Nov 2021.