Manulife (Manufacturers Life Insurance)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Manulife (Manufacturers Life Insurance)’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,264	Closed	-$64K	–	3153
2018 Q2	$64K	Hold	1,264	–	–	﹤0.01%	3509
2018 Q1	$62K	Buy	1,264 +600	+90%	+$30.3K	﹤0.01%	3510
2017 Q4	$33K	Buy	664 +200	+43%	+$9.6K	﹤0.01%	3649
2017 Q3	$22K	Hold	464	–	–	﹤0.01%	3666
2017 Q2	$21K	Buy	464 +200	+76%	+$8.84K	﹤0.01%	3669
2017 Q1	$11K	Sell	264 -200	-43%	-$8.56K	﹤0.01%	3630
2016 Q4	$19K	Hold	464	–	–	﹤0.01%	3638
2016 Q3	$19K	Buy	464 +400	+625%	+$16.1K	﹤0.01%	3565
2016 Q2	$2K	Hold	64	–	–	﹤0.01%	3986
2016 Q1	$2K	Hold	64	–	–	﹤0.01%	3925
2015 Q4	$2	Buy	+64	New	+$2.44K	﹤0.01%	3800

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s DSI Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2018, closing a stake of 1,264 shares — an estimated $64K sold.

Manulife (Manufacturers Life Insurance) first reported a position in DSI in Q4 2015 and held it in 11 quarters. The position peaked at $64K in Q2 2018. 224 funds tracked by Wall St. Rank hold DSI as of Q3 2018.

Manulife (Manufacturers Life Insurance) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 1,264 iShares MSCI KLD 400 Social ETF shares in Q3 2018, an estimated $64K.
Manulife (Manufacturers Life Insurance) first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2015 and held it in 11 quarters.
Manulife (Manufacturers Life Insurance)'s iShares MSCI KLD 400 Social ETF position peaked at $64K in Q2 2018.
224 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.