Mosaic Family Wealth’s Manulife Financial MFC Stock Holding History

Mosaic Family Wealth’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
2018 Q1	–	Sell	-1,000	Closed	-$21K	–	686
2017 Q4	$21K	Hold	1,000	–	–	0.01%	441
2017 Q3	$20K	Hold	1,000	–	–	0.01%	471
2017 Q2	$19K	Hold	1,000	–	–	0.01%	444
2017 Q1	$18K	Hold	1,000	–	–	0.01%	452
2016 Q4	$18K	Hold	1,000	–	–	0.01%	444
2016 Q3	$14K	Hold	1,000	–	–	0.01%	478
2016 Q2	$14K	Hold	1,000	–	–	0.01%	489
2016 Q1	$14K	Hold	1,000	–	–	0.01%	483
2015 Q4	$14K	Buy	+1,000	New	+$16.1K	0.01%	490

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Mosaic Family Wealth's MFC Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Manulife Financial (MFC) in Q1 2018, closing a stake of 1,000 shares — an estimated $21K sold.

Mosaic Family Wealth first reported a position in MFC in Q4 2015 and held it in 9 quarters. The position peaked at $21K in Q4 2017. 451 funds tracked by Wall St. Rank hold MFC as of Q1 2018.

Mosaic Family Wealth reported no remaining Manulife Financial position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 1,000 Manulife Financial shares in Q1 2018, an estimated $21K.
Mosaic Family Wealth first reported a position in Manulife Financial in Q4 2015 and held it in 9 quarters.
Mosaic Family Wealth's Manulife Financial position peaked at $21K in Q4 2017.
451 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.