Evercore Wealth Management’s Manulife Financial MFC Stock Holding History

Evercore 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
2018 Q1	–	Sell	-550	Closed	-$11K	–	620
2017 Q4	$11K	Hold	550	–	–	﹤0.01%	802
2017 Q3	$11K	Hold	550	–	–	﹤0.01%	781
2017 Q2	$10K	Buy	550 +378	+220%	+$6.66K	﹤0.01%	821
2017 Q1	$3K	Hold	172	–	–	﹤0.01%	929
2016 Q4	$3K	Buy	+172	New	+$2.8K	﹤0.01%	929
2015 Q3	–	Sell	-155	Closed	-$3K	–	1024
2015 Q2	$3K	Buy	+155	New	+$2.88K	﹤0.01%	1015
2013 Q4	–	Sell	-300	Closed	-$5K	–	935
2013 Q3	$5K	Buy	+300	New	+$5.12K	﹤0.01%	850

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Evercore Wealth Management's MFC Position: Q1 2018 in Review

Evercore Wealth Management sold out of Manulife Financial (MFC) in Q1 2018, closing a stake of 550 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in MFC in Q3 2013 and held it in 7 quarters. The position peaked at $11K in Q4 2017. 451 funds tracked by Wall St. Rank hold MFC as of Q1 2018.

Evercore Wealth Management reported no remaining Manulife Financial position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 550 Manulife Financial shares in Q1 2018, an estimated $11K.
Evercore Wealth Management first reported a position in Manulife Financial in Q3 2013 and held it in 7 quarters.
Evercore Wealth Management's Manulife Financial position peaked at $11K in Q4 2017.
451 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.