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Executive Wealth Management’s Manulife Financial MFC Stock Holding History

Executive 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
2019
Q3 		– Sell
-435
Closed -$8K – 522
2019
Q2 		$8K Buy
435
+4
+0.9% +$71 ﹤0.01% 655
2019
Q1 		$7K Hold
431
– – ﹤0.01% 603
2018
Q4 		$6K Buy
+431
New +$6.83K ﹤0.01% 643

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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Executive Wealth Management's MFC Position: Q3 2019 in Review

Executive Wealth Management sold out of Manulife Financial (MFC) in Q3 2019, closing a stake of 435 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in MFC in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 441 funds tracked by Wall St. Rank hold MFC as of Q3 2019.

  • Executive Wealth Management reported no remaining Manulife Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 435 Manulife Financial shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in Manulife Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Manulife Financial position peaked at $8K in Q2 2019.
  • 441 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.