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Summit Financial Wealth Advisors’s Manulife Financial MFC Stock Holding History

Summit Financial 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
2015
Q1 		– Sell
-311
Closed -$6K – 250
2014
Q4 		$6K Buy
+311
New +$5.89K ﹤0.01% 216

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Summit Financial Wealth Advisors's MFC Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Manulife Financial (MFC) in Q1 2015, closing a stake of 311 shares — an estimated $6K sold.

Summit Financial Wealth Advisors first reported a position in MFC in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 331 funds tracked by Wall St. Rank hold MFC as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Manulife Financial position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 311 Manulife Financial shares in Q1 2015, an estimated $6K.
  • Summit Financial Wealth Advisors first reported a position in Manulife Financial in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Manulife Financial position peaked at $6K in Q4 2014.
  • 331 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.