Icon Wealth Partners’s Manulife Financial MFC Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-3,292	Closed	-$56K	–	533
2019 Q1	$56K	Buy	+3,292	New	+$53.5K	0.02%	344
2018 Q3	–	Sell	-4,035	Closed	-$73K	–	551
2018 Q2	$73K	Buy	+4,035	New	+$76K	0.03%	305
2018 Q1	–	Sell	-4,131	Closed	-$86K	–	548
2017 Q4	$86K	Buy	+4,131	New	+$85.9K	0.04%	300

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Icon Wealth Partners's MFC Position: Q2 2019 in Review

Icon Wealth Partners sold out of Manulife Financial (MFC) in Q2 2019, closing a stake of 3,292 shares — an estimated $56K sold.

Icon Wealth Partners first reported a position in MFC in Q4 2017 and held it in 3 quarters. The position peaked at $86K in Q4 2017. 461 funds tracked by Wall St. Rank hold MFC as of Q2 2019.

Icon Wealth Partners reported no remaining Manulife Financial position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 3,292 Manulife Financial shares in Q2 2019, an estimated $56K.
Icon Wealth Partners first reported a position in Manulife Financial in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Manulife Financial position peaked at $86K in Q4 2017.
461 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.