Ropes Wealth Advisors’s Manulife Financial MFC Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-5,492	Closed	-$98K	–	567
2020 Q4	$98K	Hold	5,492	–	–	0.02%	317
2020 Q3	$76K	Hold	5,492	–	–	0.01%	297
2020 Q2	$75K	Hold	5,492	–	–	0.02%	279
2020 Q1	$69K	Hold	5,492	–	–	0.02%	257
2019 Q4	$111K	Hold	5,492	–	–	0.02%	262
2019 Q3	$101K	Hold	5,492	–	–	0.02%	281
2019 Q2	$100K	Hold	5,492	–	–	0.02%	278
2019 Q1	$93K	Hold	5,492	–	–	0.02%	271
2018 Q4	$78K	Hold	5,492	–	–	0.02%	275
2018 Q3	$98K	Hold	5,492	–	–	0.02%	280
2018 Q2	$99K	Hold	5,492	–	–	0.03%	288
2018 Q1	$102K	Hold	5,492	–	–	0.03%	269
2017 Q4	$115K	Hold	5,492	–	–	0.03%	261
2017 Q3	$111K	Hold	5,492	–	–	0.03%	259
2017 Q2	$103K	Buy	+5,492	New	+$96.8K	0.03%	264
2015 Q3	–	Sell	-7,092	Closed	-$132K	–	418
2015 Q2	$132K	Hold	7,092	–	–	0.07%	147
2015 Q1	$121K	Buy	+7,092	New	+$122K	0.06%	149

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Ropes Wealth Advisors's MFC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Manulife Financial (MFC) in Q1 2021, closing a stake of 5,492 shares — an estimated $98K sold.

Ropes Wealth Advisors first reported a position in MFC in Q1 2015 and held it in 17 quarters. The position peaked at $132K in Q2 2015. 447 funds tracked by Wall St. Rank hold MFC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Manulife Financial position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 5,492 Manulife Financial shares in Q1 2021, an estimated $98K.
Ropes Wealth Advisors first reported a position in Manulife Financial in Q1 2015 and held it in 17 quarters.
Ropes Wealth Advisors's Manulife Financial position peaked at $132K in Q2 2015.
447 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.