RWB
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RMR Wealth Builders’s Manulife Financial MFC Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-283
Closed -$6K – 478
2021
Q1 		$6K Buy
283
+2
+0.7% +$40 ﹤0.01% 654
2020
Q4 		$5K Buy
+281
New +$4.49K ﹤0.01% 458

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RMR Wealth Builders's MFC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 283 shares — an estimated $6K sold.

RMR Wealth Builders first reported a position in MFC in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 466 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

  • RMR Wealth Builders reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 283 Manulife Financial shares in Q2 2021, an estimated $6K.
  • RMR Wealth Builders first reported a position in Manulife Financial in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Manulife Financial position peaked at $6K in Q1 2021.
  • 466 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.