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Westover Capital Advisors’s Manulife Financial MFC Stock Holding History

Westover Capital Advisors’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
2018
Q1 		– Sell
-84,685
Closed -$1.77M – 119
2017
Q4 		$1.77M Buy
84,685
+4,508
+6% +$93.7K 0.97% 40
2017
Q3 		$1.63M Buy
+80,177
New +$1.59M 0.96% 38

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Westover Capital Advisors's MFC Position: Q1 2018 in Review

Westover Capital Advisors sold out of Manulife Financial (MFC) in Q1 2018, closing a stake of 84,685 shares — an estimated $1.77M sold.

Westover Capital Advisors first reported a position in MFC in Q3 2017 and held it in 2 quarters. The position peaked at $1.77M in Q4 2017. 451 funds tracked by Wall St. Rank hold MFC as of Q1 2018.

  • Westover Capital Advisors reported no remaining Manulife Financial position as of Q1 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 84,685 Manulife Financial shares in Q1 2018, an estimated $1.77M.
  • Westover Capital Advisors first reported a position in Manulife Financial in Q3 2017 and held it in 2 quarters.
  • Westover Capital Advisors's Manulife Financial position peaked at $1.77M in Q4 2017.
  • 451 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2018.

Based on Westover Capital Advisors's 13F filing for Q1 2018, filed 11 May 2018.