TrueWealth LLC’s Manulife Financial MFC Stock Holding History

TrueWealth LLC’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
2020 Q2	$1K	Hold	82	–	–	﹤0.01%	687
2020 Q1	$1K	Hold	82	–	–	﹤0.01%	699
2019 Q4	$2K	Hold	82	–	–	﹤0.01%	678
2019 Q3	$2K	Hold	82	–	–	﹤0.01%	642
2019 Q2	$1K	Hold	82	–	–	﹤0.01%	696
2019 Q1	$1K	Hold	82	–	–	﹤0.01%	698
2018 Q4	$1K	Hold	82	–	–	﹤0.01%	701
2018 Q3	$1K	Hold	82	–	–	﹤0.01%	780
2018 Q2	$1K	Hold	82	–	–	﹤0.01%	790
2018 Q1	$2K	Hold	82	–	–	﹤0.01%	706
2017 Q4	$2K	Buy	+82	New	+$1.7K	﹤0.01%	810

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFL

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

TrueWealth LLC's MFC Position: Q2 2020 in Review

TrueWealth LLC held its Manulife Financial (MFC) position steady in Q2 2020 at 82 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

TrueWealth LLC first reported a position in MFC in Q4 2017 and has held it in 11 quarters since. The position peaked at $2K in Q4 2019. 427 funds tracked by Wall St. Rank hold MFC as of Q2 2020.

TrueWealth LLC held 82 shares of Manulife Financial worth $1K as of Q2 2020.
TrueWealth LLC left its Manulife Financial share count unchanged in Q2 2020.
Manulife Financial made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #687 holding.
TrueWealth LLC first reported a position in Manulife Financial in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Manulife Financial position peaked at $2K in Q4 2019.
427 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.