Fusion Family Wealth’s Manulife Financial MFC Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-80	Closed	-$1K	–	208
2018 Q4	$1K	Hold	80	–	–	﹤0.01%	238
2018 Q3	$1K	Hold	80	–	–	﹤0.01%	253
2018 Q2	$1K	Hold	80	–	–	﹤0.01%	276
2018 Q1	$1K	Hold	80	–	–	﹤0.01%	257
2017 Q4	$2K	Buy	+80	New	+$1.66K	﹤0.01%	255
2017 Q3	–	Sell	-80	Closed	-$2K	–	272
2017 Q2	$2K	Hold	80	–	–	﹤0.01%	249
2017 Q1	$1K	Sell	80 -550	-87%	-$10.1K	﹤0.01%	292
2016 Q4	$11K	Buy	+630	New	+$10.3K	0.01%	242

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

JFL

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fusion Family Wealth's MFC Position: Q1 2019 in Review

Fusion Family Wealth sold out of Manulife Financial (MFC) in Q1 2019, closing a stake of 80 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in MFC in Q4 2016 and held it in 8 quarters. The position peaked at $11K in Q4 2016. 460 funds tracked by Wall St. Rank hold MFC as of Q1 2019.

Fusion Family Wealth reported no remaining Manulife Financial position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 80 Manulife Financial shares in Q1 2019, an estimated $1K.
Fusion Family Wealth first reported a position in Manulife Financial in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Manulife Financial position peaked at $11K in Q4 2016.
460 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.