Lenox Wealth Advisors’s Manulife Financial MFC Stock Holding History

Lenox Wealth 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
2020 Q4	–	Sell	-134	Closed	-$2K	–	651
2020 Q3	$2K	Sell	134 -546	-80%	-$7.82K	﹤0.01%	520
2020 Q2	$9K	Buy	680 +546	+407%	+$6.87K	﹤0.01%	390
2020 Q1	$2K	Sell	134 -1,912	-93%	-$33.2K	﹤0.01%	597
2019 Q4	$42K	Buy	2,046 +95	+5%	+$1.81K	0.01%	200
2019 Q3	$36K	Hold	1,951	–	–	0.01%	187
2019 Q2	$35K	Hold	1,951	–	–	0.01%	167
2019 Q1	$33K	Hold	1,951	–	–	0.01%	160
2018 Q4	$28K	Hold	1,951	–	–	0.01%	172
2018 Q3	$35K	Sell	1,951 -1,262	-39%	-$22.9K	0.01%	162
2018 Q2	$58K	Sell	3,213 -2,798	-47%	-$52.7K	0.01%	127
2018 Q1	$112K	Buy	6,011 +4,626	+334%	+$92.6K	0.03%	97
2017 Q4	$29K	Buy	+1,385	New	+$28.8K	0.01%	125

Other funds holding MFC

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

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

TD Asset Management

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

Caisse de Depot et Placement du Quebec (CDPQ)

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return