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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Mackenzie Financial

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

Caisse de Depot et Placement du Quebec (CDPQ)

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

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return