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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Lenox Wealth Advisors's MFC Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Manulife Financial (MFC) in Q4 2020, closing a stake of 134 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in MFC in Q4 2017 and held it in 12 quarters. The position peaked at $112K in Q1 2018. 448 funds tracked by Wall St. Rank hold MFC as of Q4 2020.

Lenox Wealth Advisors reported no remaining Manulife Financial position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 134 Manulife Financial shares in Q4 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Manulife Financial in Q4 2017 and held it in 12 quarters.
Lenox Wealth Advisors's Manulife Financial position peaked at $112K in Q1 2018.
448 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.