Gupta Wealth Management’s Manulife Financial MFC Stock Holding History

Gupta 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
2016 Q1	$71K	Hold	5,050	–	–	0.02%	387
2015 Q4	$76K	Hold	5,050	–	–	0.02%	370
2015 Q3	$78K	Buy	+5,050	New	+$84.7K	0.02%	375
2015 Q2	–	Sell	-123	Closed	-$2K	–	1295
2015 Q1	$2K	Buy	+123	New	+$2.12K	﹤0.01%	1018

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

JFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gupta Wealth Management's MFC Position: Q1 2016 in Review

Gupta Wealth Management held its Manulife Financial (MFC) position steady in Q1 2016 at 5,050 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #387.

Gupta Wealth Management first reported a position in MFC in Q1 2015 and has held it in 4 quarters since. The position peaked at $78K in Q3 2015. 338 funds tracked by Wall St. Rank hold MFC as of Q1 2016.

Gupta Wealth Management held 5,050 shares of Manulife Financial worth $71K as of Q1 2016.
Gupta Wealth Management left its Manulife Financial share count unchanged in Q1 2016.
Manulife Financial made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #387 holding.
Gupta Wealth Management first reported a position in Manulife Financial in Q1 2015 and has held it in 4 quarters since.
Gupta Wealth Management's Manulife Financial position peaked at $78K in Q3 2015.
338 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.