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Genesis Wealth Advisors’s Manulife Financial MFC Stock Holding History

Genesis 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
2015
Q2 		– Sell
-648
Closed -$10.9K – 511
2015
Q1 		$10.9K Buy
648
+4
+0.6% +$69 0.01% 340
2014
Q4 		$11.3K Buy
+644
New +$12.2K 0.01% 366

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
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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Genesis Wealth Advisors's MFC Position: Q2 2015 in Review

Genesis Wealth Advisors sold out of Manulife Financial (MFC) in Q2 2015, closing a stake of 648 shares — an estimated $10.9K sold.

Genesis Wealth Advisors first reported a position in MFC in Q4 2014 and held it in 2 quarters. The position peaked at $11.3K in Q4 2014. 339 funds tracked by Wall St. Rank hold MFC as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining Manulife Financial position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 648 Manulife Financial shares in Q2 2015, an estimated $10.9K.
  • Genesis Wealth Advisors first reported a position in Manulife Financial in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's Manulife Financial position peaked at $11.3K in Q4 2014.
  • 339 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.