KCM Investment Advisors’s Manulife Financial MFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-42,813
| Closed | -$763K | – | 547 |
|
2016
Q4 | $763K | Buy |
42,813
+8,215
| +24% | +$146K | 0.05% | 284 |
|
2016
Q3 | $488K | Sell |
34,598
-1,001
| -3% | -$14.1K | 0.03% | 363 |
|
2016
Q2 | $487K | Sell |
35,599
-559
| -2% | -$7.65K | 0.03% | 352 |
|
2016
Q1 | $511K | Sell |
36,158
-676
| -2% | -$9.55K | 0.04% | 337 |
|
2015
Q4 | $552K | Buy |
36,834
+133
| +0.4% | +$1.99K | 0.04% | 326 |
|
2015
Q3 | $568K | Buy |
36,701
+15,571
| +74% | +$241K | 0.05% | 313 |
|
2015
Q2 | $393K | Sell |
21,130
-825
| -4% | -$15.3K | 0.03% | 381 |
|
2015
Q1 | $373K | Buy |
21,955
+1,100
| +5% | +$18.7K | 0.03% | 389 |
|
2014
Q4 | $398K | Sell |
20,855
-1,450
| -7% | -$27.7K | 0.03% | 372 |
|
2014
Q3 | $429K | Hold |
22,305
| – | – | 0.04% | 349 |
|
2014
Q2 | $443K | Hold |
22,305
| – | – | 0.04% | 341 |
|
2014
Q1 | $431K | Sell |
22,305
-1,250
| -5% | -$24.2K | 0.04% | 313 |
|
2013
Q4 | $465K | Buy |
23,555
+700
| +3% | +$13.8K | 0.05% | 293 |
|
2013
Q3 | $378K | Sell |
22,855
-80
| -0.3% | -$1.32K | 0.05% | 324 |
|
2013
Q2 | $367K | Buy |
+22,935
| New | +$367K | 0.04% | 327 |
|