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ShoreHaven Wealth Partners’s Manulife Financial MFC Stock Holding History

ShoreHaven 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
2021
Q2 		– Sell
-512
Closed -$11K – 175
2021
Q1 		$11K Buy
512
+4
+0.8% +$80 0.01% 196
2020
Q4 		$9K Buy
+508
New +$8.11K 0.01% 177

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JFL
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Mackenzie Financial
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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

ShoreHaven Wealth Partners's MFC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 512 shares — an estimated $11K sold.

ShoreHaven Wealth Partners first reported a position in MFC in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 466 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 512 Manulife Financial shares in Q2 2021, an estimated $11K.
  • ShoreHaven Wealth Partners first reported a position in Manulife Financial in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Manulife Financial position peaked at $11K in Q1 2021.
  • 466 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

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