Liberty Wealth Management’s Manulife Financial MFC Stock Holding History

Liberty 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 Q4	–	Sell	-1,311	Closed	-$18K	–	1028
2020 Q3	$18K	Buy	1,311 +16	+1%	+$229	0.01%	419
2020 Q2	$18K	Buy	1,295 +17	+1%	+$214	0.01%	396
2020 Q1	$16K	Buy	1,278 +20	+2%	+$347	0.01%	390
2019 Q4	$26K	Buy	1,258 +11	+0.9%	+$210	0.02%	374
2019 Q3	$23K	Buy	1,247 +10	+0.8%	+$177	0.02%	382
2019 Q2	$22K	Buy	1,237 +11	+0.9%	+$196	0.02%	395
2019 Q1	$20K	Buy	1,226 +11	+0.9%	+$179	0.02%	348
2018 Q4	$17K	Buy	+1,215	New	+$19.3K	0.01%	356

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

Liberty Wealth Management's MFC Position: Q4 2020 in Review

Liberty Wealth Management sold out of Manulife Financial (MFC) in Q4 2020, closing a stake of 1,311 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in MFC in Q4 2018 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 448 funds tracked by Wall St. Rank hold MFC as of Q4 2020.

Liberty Wealth Management reported no remaining Manulife Financial position as of Q4 2020 after selling out during the quarter.
Liberty Wealth Management sold 1,311 Manulife Financial shares in Q4 2020, an estimated $18K.
Liberty Wealth Management first reported a position in Manulife Financial in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's Manulife Financial position peaked at $26K in Q4 2019.
448 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.