WealthPLAN Partners’s Manulife Financial MFC Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-668	Closed	-$12.6K	–	799
2023 Q2	$12.6K	Hold	668	–	–	﹤0.01%	754
2023 Q1	$12.3K	Buy	+668	New	+$12.7K	﹤0.01%	816
2016 Q3	–	Sell	-120	Closed	-$821	–	1030
2016 Q2	$821	Buy	+120	New	+$1.71K	﹤0.01%	2348
2015 Q4	$939	Buy	+2,780	New	+$44.8K	﹤0.01%	1552
2015 Q2	$28K	Buy	1,490 +1,300	+684%	+$24.2K	0.01%	230
2015 Q1	$3K	Buy	+190	New	+$3.27K	﹤0.01%	466

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's MFC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Manulife Financial (MFC) in Q3 2023, closing a stake of 668 shares — an estimated $12.6K sold.

WealthPLAN Partners first reported a position in MFC in Q1 2015 and held it in 6 quarters. The position peaked at $28K in Q2 2015. 542 funds tracked by Wall St. Rank hold MFC as of Q3 2023.

WealthPLAN Partners reported no remaining Manulife Financial position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 668 Manulife Financial shares in Q3 2023, an estimated $12.6K.
WealthPLAN Partners first reported a position in Manulife Financial in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Manulife Financial position peaked at $28K in Q2 2015.
542 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.