Mark Sheptoff Financial Planning’s Manulife Financial MFC Stock Holding History

Mark Sheptoff Financial Planning’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
2024 Q3	–	Sell	-3,000	Closed	-$79.9K	–	451
2024 Q2	$79.9K	Buy	+3,000	New	+$75K	0.04%	151
2017 Q4	–	Sell	-1,000	Closed	-$20K	–	376
2017 Q3	$20K	Hold	1,000	–	–	0.01%	236
2017 Q2	$19K	Sell	1,000 -1	-0.1%	-$18	0.01%	232
2017 Q1	$18K	Buy	1,001 +1	+0.1%	+$18	0.01%	238
2016 Q4	$18K	Buy	+1,000	New	+$16.3K	0.01%	224
2016 Q3	–	Sell	-286	Closed	-$4K	–	363
2016 Q2	$4K	Hold	286	–	–	﹤0.01%	294
2016 Q1	$4K	Buy	+286	New	+$3.83K	﹤0.01%	292

Other funds holding MFC

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

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's MFC Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Manulife Financial (MFC) in Q3 2024, closing a stake of 3,000 shares — an estimated $79.9K sold.

Mark Sheptoff Financial Planning first reported a position in MFC in Q1 2016 and held it in 7 quarters. The position peaked at $79.9K in Q2 2024. 668 funds tracked by Wall St. Rank hold MFC as of Q3 2024.

Mark Sheptoff Financial Planning reported no remaining Manulife Financial position as of Q3 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 3,000 Manulife Financial shares in Q3 2024, an estimated $79.9K.
Mark Sheptoff Financial Planning first reported a position in Manulife Financial in Q1 2016 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Manulife Financial position peaked at $79.9K in Q2 2024.
668 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.