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Dougherty Wealth Advisers’s Manulife Financial MFC Stock Holding History

Dougherty Wealth Advisers’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
2020
Q1 		– Sell
-892
Closed -$18K – 173
2019
Q4 		$18K Hold
892
– – 0.06% 152
2019
Q3 		$16K Hold
892
– – 0.05% 156
2019
Q2 		$16K Hold
892
– – 0.05% 189
2019
Q1 		$15K Hold
892
– – 0.05% 163
2018
Q4 		$14K Buy
+892
New +$14.1K 0.05% 173

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $100B AUM 36.93% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dougherty Wealth Advisers's MFC Position: Q1 2020 in Review

Dougherty Wealth Advisers sold out of Manulife Financial (MFC) in Q1 2020, closing a stake of 892 shares — an estimated $18K sold.

Dougherty Wealth Advisers first reported a position in MFC in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q4 2019. 447 funds tracked by Wall St. Rank hold MFC as of Q1 2020.

  • Dougherty Wealth Advisers reported no remaining Manulife Financial position as of Q1 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 892 Manulife Financial shares in Q1 2020, an estimated $18K.
  • Dougherty Wealth Advisers first reported a position in Manulife Financial in Q4 2018 and held it in 5 quarters.
  • Dougherty Wealth Advisers's Manulife Financial position peaked at $18K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2020, filed 5 May 2020.