National Penn Investors Trust’s Manulife Financial MFC Stock Holding History

National Penn Investors Trust’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
2014 Q1	–	Sell	-10,012	Closed	-$198K	–	204
2013 Q4	$198K	Hold	10,012	–	–	0.02%	223
2013 Q3	$166K	Buy	+10,012	New	+$171K	0.02%	215

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JFL

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Penn Investors Trust's MFC Position: Q1 2014 in Review

National Penn Investors Trust sold out of Manulife Financial (MFC) in Q1 2014, closing a stake of 10,012 shares — an estimated $198K sold.

National Penn Investors Trust first reported a position in MFC in Q3 2013 and held it in 2 quarters. The position peaked at $198K in Q4 2013. 303 funds tracked by Wall St. Rank hold MFC as of Q1 2014.

National Penn Investors Trust reported no remaining Manulife Financial position as of Q1 2014 after selling out during the quarter.
National Penn Investors Trust sold 10,012 Manulife Financial shares in Q1 2014, an estimated $198K.
National Penn Investors Trust first reported a position in Manulife Financial in Q3 2013 and held it in 2 quarters.
National Penn Investors Trust's Manulife Financial position peaked at $198K in Q4 2013.
303 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2014.

Based on National Penn Investors Trust's 13F filing for Q1 2014, filed 29 Apr 2014.