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Kelleher Financial Advisors’s Manulife Financial MFC Stock Holding History

Kelleher Financial Advisors’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
2017
Q1 		– Sell
-170,997
Closed -$3.05M – 113
2016
Q4 		$3.05M Buy
170,997
+1,000
+0.6% +$16.3K 1.69% 18
2016
Q3 		$2.4M Buy
169,997
+9,250
+6% +$126K 1.36% 27
2016
Q2 		$2.2M Buy
160,747
+3,750
+2% +$53.4K 1.33% 27
2016
Q1 		$2.22M Buy
156,997
+21,000
+15% +$281K 1.22% 26
2015
Q4 		$2.04M Sell
135,997
-700
-0.5% -$11.3K 1.38% 25
2015
Q3 		$2.12M Sell
136,697
-597
-0.4% -$10K 1.4% 26
2015
Q2 		$2.55M Sell
137,294
-400
-0.3% -$7.43K 1.46% 25
2015
Q1 		$2.34M Buy
137,694
+7,044
+5% +$121K 1.29% 25
2014
Q4 		$2.49M Buy
130,650
+3,900
+3% +$73.8K 1.34% 26
2014
Q3 		$2.41M Sell
126,750
-500
-0.4% -$10.1K 1.3% 26
2014
Q2 		$2.53M Hold
127,250
– – 1.32% 25
2014
Q1 		$2.46M Buy
127,250
+20,050
+19% +$383K 1.33% 25
2013
Q4 		$2.12M Buy
107,200
+10,500
+11% +$192K 1.09% 32
2013
Q3 		$1.6M Buy
96,700
+1,950
+2% +$33.3K 0.91% 37
2013
Q2 		$1.52M Buy
+94,750
New +$1.44M 0.93% 36

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Kelleher Financial Advisors's MFC Position: Q1 2017 in Review

Kelleher Financial Advisors sold out of Manulife Financial (MFC) in Q1 2017, closing a stake of 170,997 shares — an estimated $3.05M sold.

Kelleher Financial Advisors first reported a position in MFC in Q2 2013 and held it in 15 quarters. The position peaked at $3.05M in Q4 2016. 389 funds tracked by Wall St. Rank hold MFC as of Q1 2017.

  • Kelleher Financial Advisors reported no remaining Manulife Financial position as of Q1 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 170,997 Manulife Financial shares in Q1 2017, an estimated $3.05M.
  • Kelleher Financial Advisors first reported a position in Manulife Financial in Q2 2013 and held it in 15 quarters.
  • Kelleher Financial Advisors's Manulife Financial position peaked at $3.05M in Q4 2016.
  • 389 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2017.

Based on Kelleher Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.