Nicola Wealth Management’s Manulife Financial MFC Stock Holding History

Nicola 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 Q3	–	Sell	-459,800	Closed	-$9.06M	–	117
2021 Q2	$9.06M	Sell	459,800 -6,500	-1%	-$136K	0.93%	48
2021 Q1	$10M	Sell	466,300 -207,000	-31%	-$4.12M	1.12%	37
2020 Q4	$12M	Hold	673,300	–	–	1.49%	23
2020 Q3	$9.36M	Hold	673,300	–	–	1.33%	21
2020 Q2	$9.16M	Hold	673,300	–	–	1.27%	27
2020 Q1	$11.9M	Buy	673,300 +287,000	+74%	+$4.99M	1.79%	18
2019 Q4	$10.2M	Sell	386,300 -10,000	-3%	-$191K	1.53%	18
2019 Q3	$9.63M	Sell	396,300 -30,000	-7%	-$530K	1.51%	20
2019 Q2	$10.1M	Sell	426,300 -43,000	-9%	-$765K	1.68%	14
2019 Q1	$10.6M	Sell	469,300 -71,000	-13%	-$1.15M	1.58%	14
2018 Q4	$10.5M	Buy	540,300 +15,000	+3%	+$238K	1.72%	14
2018 Q3	$12.1M	Hold	525,300	–	–	2.08%	8
2018 Q2	$12.4M	Hold	525,300	–	–	2.41%	8
2018 Q1	$12.6M	Buy	+525,300	New	+$10.5M	2.53%	4

Other funds holding MFC

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $83.3B AUM 31.19% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BGC

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

Nicola Wealth Management's MFC Position: Q3 2021 in Review

Nicola Wealth Management sold out of Manulife Financial (MFC) in Q3 2021, closing a stake of 459,800 shares — an estimated $9.06M sold.

Nicola Wealth Management first reported a position in MFC in Q1 2018 and held it in 14 quarters. The position peaked at $12.6M in Q1 2018. 465 funds tracked by Wall St. Rank hold MFC as of Q3 2021.

Nicola Wealth Management reported no remaining Manulife Financial position as of Q3 2021 after selling out during the quarter.
Nicola Wealth Management sold 459,800 Manulife Financial shares in Q3 2021, an estimated $9.06M.
Nicola Wealth Management first reported a position in Manulife Financial in Q1 2018 and held it in 14 quarters.
Nicola Wealth Management's Manulife Financial position peaked at $12.6M in Q1 2018.
465 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2021.

Based on Nicola Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.