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O'Brien Wealth Partners’s Manulife Financial MFC Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-166
Closed -$3K – 148
2018
Q3 		$3K Buy
+166
New +$3.02K ﹤0.01% 188

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Vanguard Group
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Mackenzie Financial
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Caisse de Depot et Placement du Quebec (CDPQ)
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 World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

O'Brien Wealth Partners's MFC Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Manulife Financial (MFC) in Q4 2018, closing a stake of 166 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in MFC in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 496 funds tracked by Wall St. Rank hold MFC as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Manulife Financial position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 166 Manulife Financial shares in Q4 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in Manulife Financial in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Manulife Financial position peaked at $3K in Q3 2018.
  • 496 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.