Welch & Forbes’s Manulife Financial MFC Stock Holding History

Welch & Forbes’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
2017 Q4	–	Sell	-12,078	Closed	-$245K	–	351
2017 Q3	$245K	Buy	+12,078	New	+$240K	0.01%	308
2014 Q1	–	Sell	-11,268	Closed	-$222K	–	338
2013 Q4	$222K	Hold	11,268	–	–	0.01%	300
2013 Q3	$187K	Sell	11,268 -268	-2%	-$4.58K	0.01%	324
2013 Q2	$185K	Buy	+11,536	New	+$175K	0.01%	308

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JFL

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Welch & Forbes's MFC Position: Q4 2017 in Review

Welch & Forbes sold out of Manulife Financial (MFC) in Q4 2017, closing a stake of 12,078 shares — an estimated $245K sold.

Welch & Forbes first reported a position in MFC in Q2 2013 and held it in 4 quarters. The position peaked at $245K in Q3 2017. 453 funds tracked by Wall St. Rank hold MFC as of Q4 2017.

Welch & Forbes reported no remaining Manulife Financial position as of Q4 2017 after selling out during the quarter.
Welch & Forbes sold 12,078 Manulife Financial shares in Q4 2017, an estimated $245K.
Welch & Forbes first reported a position in Manulife Financial in Q2 2013 and held it in 4 quarters.
Welch & Forbes's Manulife Financial position peaked at $245K in Q3 2017.
453 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2017.

Based on Welch & Forbes's 13F filing for Q4 2017, filed 26 Jan 2018.