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Jeppson Wealth Management’s Manulife Financial MFC Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-225
Closed -$3K – 321
2020
Q3 		$3K Buy
+225
New +$3.22K ﹤0.01% 467

Other funds holding MFC

Royal Bank of Canada
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Jeppson Wealth Management's MFC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Manulife Financial (MFC) in Q4 2020, closing a stake of 225 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in MFC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 448 funds tracked by Wall St. Rank hold MFC as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Manulife Financial position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 225 Manulife Financial shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in Manulife Financial in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Manulife Financial position peaked at $3K in Q3 2020.
  • 448 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.