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Obermeyer Wealth Partners’s Manulife Financial MFC Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,152
Closed -$18K – 188
2013
Q2 		$18K Buy
+1,152
New +$17.5K 0.01% 208

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Obermeyer Wealth Partners's MFC Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Manulife Financial (MFC) in Q3 2013, closing a stake of 1,152 shares — an estimated $18K sold.

Obermeyer Wealth Partners first reported a position in MFC in Q2 2013 and held it in 1 quarter. The position peaked at $18K in Q2 2013. 294 funds tracked by Wall St. Rank hold MFC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Manulife Financial position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,152 Manulife Financial shares in Q3 2013, an estimated $18K.
  • Obermeyer Wealth Partners first reported a position in Manulife Financial in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Manulife Financial position peaked at $18K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.