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Wealthcare Capital Management’s Manulife Financial MFC Stock Holding History

Wealthcare Capital Management’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
-195
Closed -$4K – 491
2019
Q4 		$4K Buy
+195
New +$3.72K ﹤0.01% 312
2015
Q3 		– Sell
-130
Closed – – 334
2015
Q2 		$0 Sell
130
-125
-49% -$2.32K ﹤0.01% 680
2015
Q1 		$4K Buy
+255
New +$4.39K ﹤0.01% 695

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Wealthcare Capital Management's MFC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Manulife Financial (MFC) in Q1 2020, closing a stake of 195 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in MFC in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 447 funds tracked by Wall St. Rank hold MFC as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Manulife Financial position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 195 Manulife Financial shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Manulife Financial in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Manulife Financial position peaked at $4K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.