Smith & Howard Wealth Management’s Manulife Financial MFC Stock Holding History

Smith & Howard Wealth Management’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
2014 Q1	–	Sell	-1,401	Closed	-$28K	–	150
2013 Q4	$28K	Hold	1,401	–	–	0.02%	140
2013 Q3	$23K	Hold	1,401	–	–	0.01%	146
2013 Q2	$22K	Buy	+1,401	New	+$21.2K	0.01%	125

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

JFL

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Smith & Howard Wealth Management's MFC Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Manulife Financial (MFC) in Q1 2014, closing a stake of 1,401 shares — an estimated $28K sold.

Smith & Howard Wealth Management first reported a position in MFC in Q2 2013 and held it in 3 quarters. The position peaked at $28K in Q4 2013. 303 funds tracked by Wall St. Rank hold MFC as of Q1 2014.

Smith & Howard Wealth Management reported no remaining Manulife Financial position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,401 Manulife Financial shares in Q1 2014, an estimated $28K.
Smith & Howard Wealth Management first reported a position in Manulife Financial in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's Manulife Financial position peaked at $28K in Q4 2013.
303 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.