Lenox Wealth Management’s Manulife Financial MFC Stock Holding History

Lenox Wealth Management’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 Q2	$3K	Sell	237 -208	-47%	-$2.62K	﹤0.01%	594
2020 Q1	$5K	Sell	445 -287	-39%	-$4.99K	﹤0.01%	494
2019 Q4	$15K	Hold	732	–	–	﹤0.01%	385
2019 Q3	$13K	Buy	732 +9	+1%	+$159	﹤0.01%	413
2019 Q2	$13K	Hold	723	–	–	﹤0.01%	401
2019 Q1	$12K	Buy	723 +506	+233%	+$8.23K	﹤0.01%	424
2018 Q4	$10K	Buy	+217	New	+$3.44K	﹤0.01%	391

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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Lenox Wealth Management's MFC Position: Q2 2020 in Review

Lenox Wealth Management reduced its Manulife Financial (MFC) stake by 47% in Q2 2020, selling an estimated $2.62K and leaving 237 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Lenox Wealth Management first reported a position in MFC in Q4 2018 and has held it in 7 quarters since. The position peaked at $15K in Q4 2019. 427 funds tracked by Wall St. Rank hold MFC as of Q2 2020.

Lenox Wealth Management held 237 shares of Manulife Financial worth $3K as of Q2 2020.
Lenox Wealth Management sold 208 Manulife Financial shares in Q2 2020, an estimated $2.62K.
Manulife Financial made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #594 holding.
Lenox Wealth Management first reported a position in Manulife Financial in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's Manulife Financial position peaked at $15K in Q4 2019.
427 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.