Veritable’s Manulife Financial MFC Stock Holding History

Veritable’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 Q1	–	Sell	-12,898	Closed	-$262K	–	790
2019 Q4	$262K	Buy	+12,898	New	+$246K	﹤0.01%	715
2016 Q1	–	Sell	-10,077	Closed	-$151K	–	731
2015 Q4	$151K	Hold	10,077	–	–	﹤0.01%	708
2015 Q3	$156K	Sell	10,077 -490	-5%	-$8.22K	﹤0.01%	686
2015 Q2	$196K	Sell	10,567 -3,062	-22%	-$56.9K	0.01%	702
2015 Q1	$232K	Sell	13,629 -532	-4%	-$9.16K	﹤0.01%	832
2014 Q4	$270K	Sell	14,161 -1,623	-10%	-$30.7K	0.01%	786
2014 Q3	$304K	Buy	15,784 +1,623	+11%	+$32.7K	0.01%	766
2014 Q2	$281K	Hold	14,161	–	–	0.01%	775
2014 Q1	$273K	Sell	14,161 -125	-0.9%	-$2.39K	0.01%	761
2013 Q4	$282K	Hold	14,286	–	–	0.01%	735
2013 Q3	$237K	Buy	+14,286	New	+$244K	0.01%	799

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

JFL

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Veritable's MFC Position: Q1 2020 in Review

Veritable sold out of Manulife Financial (MFC) in Q1 2020, closing a stake of 12,898 shares — an estimated $262K sold.

Veritable first reported a position in MFC in Q3 2013 and held it in 11 quarters. The position peaked at $304K in Q3 2014. 447 funds tracked by Wall St. Rank hold MFC as of Q1 2020.

Veritable reported no remaining Manulife Financial position as of Q1 2020 after selling out during the quarter.
Veritable sold 12,898 Manulife Financial shares in Q1 2020, an estimated $262K.
Veritable first reported a position in Manulife Financial in Q3 2013 and held it in 11 quarters.
Veritable's Manulife Financial position peaked at $304K in Q3 2014.
447 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2020.

Based on Veritable's 13F filing for Q1 2020, filed 13 May 2020.