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Halpern Financial’s Manulife Financial MFC Stock Holding History

Halpern Financial’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
2020
Q1 		– Sell
-1,500
Closed -$30.4K – 181
2019
Q4 		$30.4K Buy
+1,500
New +$28.6K 0.02% 68

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Halpern Financial's MFC Position: Q1 2020 in Review

Halpern Financial sold out of Manulife Financial (MFC) in Q1 2020, closing a stake of 1,500 shares — an estimated $30.4K sold.

Halpern Financial first reported a position in MFC in Q4 2019 and held it in 1 quarter. The position peaked at $30.4K in Q4 2019. 448 funds tracked by Wall St. Rank hold MFC as of Q1 2020.

  • Halpern Financial reported no remaining Manulife Financial position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 1,500 Manulife Financial shares in Q1 2020, an estimated $30.4K.
  • Halpern Financial first reported a position in Manulife Financial in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's Manulife Financial position peaked at $30.4K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.