Mascoma Wealth Management’s Manulife Financial MFC Stock Holding History

Mascoma 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
2021 Q2	–	Sell	-599	Closed	-$13K	–	317
2021 Q1	$13K	Buy	+599	New	+$11.9K	0.01%	326
2019 Q3	–	Sell	-599	Closed	-$11K	–	242
2019 Q2	$11K	Sell	599 -376	-39%	-$6.69K	0.01%	262
2019 Q1	$16K	Buy	975 +376	+63%	+$6.11K	0.01%	239
2018 Q4	$8K	Hold	599	–	–	0.01%	274
2018 Q3	$11K	Hold	599	–	–	0.01%	277
2018 Q2	$11K	Hold	599	–	–	0.01%	268
2018 Q1	$11K	Hold	599	–	–	0.01%	263
2017 Q4	$12K	Hold	599	–	–	0.01%	254
2017 Q3	$12K	Hold	599	–	–	0.01%	270
2017 Q2	$11K	Buy	+599	New	+$10.6K	0.01%	281

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's MFC Position: Q2 2021 in Review

Mascoma Wealth Management sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 599 shares — an estimated $13K sold.

Mascoma Wealth Management first reported a position in MFC in Q2 2017 and held it in 10 quarters. The position peaked at $16K in Q1 2019. 466 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

Mascoma Wealth Management reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
Mascoma Wealth Management sold 599 Manulife Financial shares in Q2 2021, an estimated $13K.
Mascoma Wealth Management first reported a position in Manulife Financial in Q2 2017 and held it in 10 quarters.
Mascoma Wealth Management's Manulife Financial position peaked at $16K in Q1 2019.
466 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

Based on Mascoma Wealth Management's 13F filing for Q2 2021, filed 6 Jul 2021.