ProVise Management Group’s Manulife Financial MFC Stock Holding History

ProVise Management Group’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
2019 Q1	–	Sell	-10,603	Closed	-$150K	–	314
2018 Q4	$150K	Hold	10,603	–	–	0.02%	287
2018 Q3	$190K	Hold	10,603	–	–	0.03%	307
2018 Q2	$191K	Buy	+10,603	New	+$200K	0.01%	308
2018 Q1	–	Sell	-9,782	Closed	-$204K	–	316
2017 Q4	$204K	Buy	+9,782	New	+$203K	0.03%	303

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JFL

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

ProVise Management Group's MFC Position: Q1 2019 in Review

ProVise Management Group sold out of Manulife Financial (MFC) in Q1 2019, closing a stake of 10,603 shares — an estimated $150K sold.

ProVise Management Group first reported a position in MFC in Q4 2017 and held it in 4 quarters. The position peaked at $204K in Q4 2017. 460 funds tracked by Wall St. Rank hold MFC as of Q1 2019.

ProVise Management Group reported no remaining Manulife Financial position as of Q1 2019 after selling out during the quarter.
ProVise Management Group sold 10,603 Manulife Financial shares in Q1 2019, an estimated $150K.
ProVise Management Group first reported a position in Manulife Financial in Q4 2017 and held it in 4 quarters.
ProVise Management Group's Manulife Financial position peaked at $204K in Q4 2017.
460 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2019.

Based on ProVise Management Group's 13F filing for Q1 2019, filed 13 May 2019.