Taylor Wealth Management Partners’s Manulife Financial MFC Stock Holding History

Taylor Wealth Management 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
2019 Q1	–	Sell	-700	Closed	-$10K	–	89
2018 Q4	$10K	Hold	700	–	–	0.01%	88
2018 Q3	$13K	Hold	700	–	–	0.01%	94
2018 Q2	$13K	Hold	700	–	–	0.01%	100
2018 Q1	$13K	Hold	700	–	–	0.01%	96
2017 Q4	$15K	Hold	700	–	–	0.01%	118
2017 Q3	$14K	Hold	700	–	–	0.01%	124
2017 Q2	$13K	Hold	700	–	–	0.01%	127
2017 Q1	$12K	Hold	700	–	–	0.01%	128
2016 Q4	$12K	Hold	700	–	–	0.01%	131
2016 Q3	$10K	Hold	700	–	–	﹤0.01%	127
2016 Q2	$10K	Hold	700	–	–	﹤0.01%	118
2016 Q1	$10K	Hold	700	–	–	﹤0.01%	117
2015 Q4	$10K	Hold	700	–	–	﹤0.01%	113
2015 Q3	$11K	Hold	700	–	–	0.01%	117
2015 Q2	$13K	Hold	700	–	–	﹤0.01%	141
2015 Q1	$12K	Buy	+700	New	+$12K	﹤0.01%	134

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Taylor Wealth Management Partners's MFC Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Manulife Financial (MFC) in Q1 2019, closing a stake of 700 shares — an estimated $10K sold.

Taylor Wealth Management Partners first reported a position in MFC in Q1 2015 and held it in 16 quarters. The position peaked at $15K in Q4 2017. 460 funds tracked by Wall St. Rank hold MFC as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Manulife Financial position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 700 Manulife Financial shares in Q1 2019, an estimated $10K.
Taylor Wealth Management Partners first reported a position in Manulife Financial in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Manulife Financial position peaked at $15K in Q4 2017.
460 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.