Kanaly Trust’s Manulife Financial MFC Stock Holding History

Kanaly Trust’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 Q4	$60K	Buy	3,343 +79	+2%	+$1.29K	0.01%	267
2016 Q3	$46K	Buy	3,264 +2,669	+449%	+$36.3K	0.01%	279
2016 Q2	$8K	Hold	595	–	–	﹤0.01%	574
2016 Q1	$8K	Hold	595	–	–	﹤0.01%	585
2015 Q4	$9K	Hold	595	–	–	﹤0.01%	587
2015 Q3	$9K	Hold	595	–	–	﹤0.01%	555
2015 Q2	$11K	Hold	595	–	–	﹤0.01%	538
2015 Q1	$10K	Hold	595	–	–	﹤0.01%	462
2014 Q4	$11K	Hold	595	–	–	﹤0.01%	449
2014 Q3	$11K	Hold	595	–	–	﹤0.01%	443
2014 Q2	$12K	Hold	595	–	–	﹤0.01%	448
2014 Q1	$11K	Hold	595	–	–	﹤0.01%	481
2013 Q4	$12K	Buy	+595	New	+$10.9K	﹤0.01%	425

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

JFL

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

Kanaly Trust's MFC Position: Q4 2016 in Review

Kanaly Trust increased its Manulife Financial (MFC) stake by 2.4% in Q4 2016, buying an estimated $1.29K and bringing the position to 3,343 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #267.

Kanaly Trust first reported a position in MFC in Q4 2013 and has held it in 13 quarters since. 382 funds tracked by Wall St. Rank hold MFC as of Q4 2016.

Kanaly Trust held 3,343 shares of Manulife Financial worth $60K as of Q4 2016.
Kanaly Trust bought 79 Manulife Financial shares in Q4 2016, an estimated $1.29K.
Manulife Financial made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #267 holding.
Kanaly Trust first reported a position in Manulife Financial in Q4 2013 and has held it in 13 quarters since.
382 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.