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Evolution Wealth Advisors’s Manulife Financial MFC Stock Holding History

Evolution Wealth Advisors’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
Q2 		– Sell
-500
Closed -$6K – 559
2020
Q1 		$6K Buy
+500
New +$8.69K ﹤0.01% 243
2019
Q4 		– Sell
-335
Closed -$6K – 661
2019
Q3 		$6K Buy
+335
New +$5.92K ﹤0.01% 255

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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Evolution Wealth Advisors's MFC Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of Manulife Financial (MFC) in Q2 2020, closing a stake of 500 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in MFC in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 427 funds tracked by Wall St. Rank hold MFC as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining Manulife Financial position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 500 Manulife Financial shares in Q2 2020, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Manulife Financial in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Manulife Financial position peaked at $6K in Q1 2020.
  • 427 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.