Ownership history in Selective Wealth Management, Inc. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in MANULIFE FINL CORP (MFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Selective Wealth Management, Inc. outperformed the S&P 500 by +6.1% annually on this MFC position. Timing score: 41% (7/17 decisions correct). Average cost basis: $10.85. Maximum drawdown during holding period: β24.5%.
π₯ Exceptional β beat the S&P 500 by 6.1% per year on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $10.51 (2020 Q2) Β· Worst: $14.78 (2022 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 13 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size