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Gary Goldberg Planning Services’s Manulife Financial MFC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-224
Closed -$4K – 476
2014
Q3 		$4K Buy
+224
New +$4.51K ﹤0.01% 428

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Gary Goldberg Planning Services's MFC Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Manulife Financial (MFC) in Q4 2014, closing a stake of 224 shares — an estimated $4K sold.

Gary Goldberg Planning Services first reported a position in MFC in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 339 funds tracked by Wall St. Rank hold MFC as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Manulife Financial position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 224 Manulife Financial shares in Q4 2014, an estimated $4K.
  • Gary Goldberg Planning Services first reported a position in Manulife Financial in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Manulife Financial position peaked at $4K in Q3 2014.
  • 339 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.