Valeo Financial Advisors’s Manulife Financial MFC Stock Holding History

Valeo Financial 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
2026 Q2	$343K	Buy	+8,476	New	+$328K	0.01%	573
2021 Q2	–	Sell	-86	Closed	-$2K	–	1276
2021 Q1	$2K	Hold	86	–	–	﹤0.01%	1807
2020 Q4	$2K	Hold	86	–	–	﹤0.01%	1527
2020 Q3	$1K	Sell	86 -492	-85%	-$7.04K	﹤0.01%	1495
2020 Q2	$8K	Buy	578 +35	+6%	+$441	﹤0.01%	1363
2020 Q1	$7K	Hold	543	–	–	﹤0.01%	1213
2019 Q4	$11K	Buy	543 +55	+11%	+$1.05K	﹤0.01%	1088
2019 Q3	$9K	Hold	488	–	–	﹤0.01%	1056
2019 Q2	$9K	Hold	488	–	–	﹤0.01%	1055
2019 Q1	$8K	Buy	488 +34	+7%	+$553	﹤0.01%	1031
2018 Q4	$6K	Hold	454	–	–	﹤0.01%	1023
2018 Q3	$7K	Hold	454	–	–	﹤0.01%	1085
2018 Q2	$8K	Hold	454	–	–	﹤0.01%	1016
2018 Q1	$8K	Buy	454 +34	+8%	+$680	﹤0.01%	996
2017 Q4	$9K	Buy	420 +32	+8%	+$665	﹤0.01%	861
2017 Q3	$8K	Buy	+388	New	+$7.71K	﹤0.01%	756

Other funds holding MFC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return