TRUE Private Wealth Advisors’s Manulife Financial MFC Stock Holding History

TRUE Private 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	-821	Closed	-$14K	–	513
2020 Q4	$14K	Buy	821 +7	+0.9%	+$112	﹤0.01%	500
2020 Q3	$11K	Buy	814 +10	+1%	+$143	﹤0.01%	483
2020 Q2	$10K	Buy	804 +9	+1%	+$113	﹤0.01%	489
2020 Q1	$9K	Buy	795 +11	+1%	+$191	﹤0.01%	466
2019 Q4	$15K	Buy	+784	New	+$15K	﹤0.01%	535
2019 Q3	–	Sell	-773	Closed	-$14K	–	527
2019 Q2	$14K	Buy	+773	New	+$13.8K	﹤0.01%	504
2018 Q4	–	Sell	-3,313	Closed	-$59.2K	–	653
2018 Q3	$59.2K	Buy	+3,313	New	+$60.2K	0.01%	439

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

TRUE Private Wealth Advisors's MFC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Manulife Financial (MFC) in Q1 2021, closing a stake of 821 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in MFC in Q3 2018 and held it in 7 quarters. The position peaked at $59.2K in Q3 2018. 447 funds tracked by Wall St. Rank hold MFC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Manulife Financial position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 821 Manulife Financial shares in Q1 2021, an estimated $14K.
TRUE Private Wealth Advisors first reported a position in Manulife Financial in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Manulife Financial position peaked at $59.2K in Q3 2018.
447 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2021.

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