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Wealthspire Advisors (Maryland)’s Manulife Financial MFC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,262
Closed -$72K – 1373
2019
Q1 		$72K Buy
4,262
+3,079
+260% +$50.1K 0.01% 757
2018
Q4 		$17K Sell
1,183
-63
-5% -$999 ﹤0.01% 1268
2018
Q3 		$22K Sell
1,246
-483
-28% -$8.78K ﹤0.01% 1273
2018
Q2 		$31K Buy
1,729
+43
+3% +$810 ﹤0.01% 1141
2018
Q1 		$31K Buy
1,686
+221
+15% +$4.42K ﹤0.01% 1155
2017
Q4 		$31K Sell
1,465
-520
-26% -$10.8K ﹤0.01% 1177
2017
Q3 		$40K Buy
1,985
+68
+4% +$1.35K ﹤0.01% 1055
2017
Q2 		$36K Buy
1,917
+1,222
+176% +$21.5K ﹤0.01% 1061
2017
Q1 		$12K Sell
695
-16,658
-96% -$307K ﹤0.01% 1270
2016
Q4 		$309K Buy
17,353
+7,714
+80% +$126K 0.05% 265
2016
Q3 		$136K Sell
9,639
-497
-5% -$6.76K 0.02% 489
2016
Q2 		$139K Buy
10,136
+523
+5% +$7.45K 0.02% 466
2016
Q1 		$136K Sell
9,613
-476
-5% -$6.38K 0.02% 450
2015
Q4 		$151K Buy
+10,089
New +$163K 0.03% 439

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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MFC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Manulife Financial (MFC) in Q2 2019, closing a stake of 4,262 shares — an estimated $72K sold.

Wealthspire Advisors (Maryland) first reported a position in MFC in Q4 2015 and held it in 14 quarters. The position peaked at $309K in Q4 2016. 461 funds tracked by Wall St. Rank hold MFC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Manulife Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,262 Manulife Financial shares in Q2 2019, an estimated $72K.
  • Wealthspire Advisors (Maryland) first reported a position in Manulife Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Manulife Financial position peaked at $309K in Q4 2016.
  • 461 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.