Avalon Investment & Advisory’s Mizuho Financial MFG Stock Holding History

Avalon Investment & Advisory’s Portfolio MFG Stock Details MFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12,180	Closed	-$44K	–	369
2016 Q4	$44K	Hold	12,180	–	–	﹤0.01%	329
2016 Q3	$41K	Sell	12,180 -2,450	-17%	-$7.97K	﹤0.01%	302
2016 Q2	$42K	Sell	14,630 -239,043	-94%	-$720K	﹤0.01%	281
2016 Q1	$746K	Sell	253,673 -7,093	-3%	-$23K	0.03%	184
2015 Q4	$1.05M	Buy	+260,766	New	+$1.06M	0.05%	158

Other funds holding MFG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Avalon Investment & Advisory's MFG Position: Q1 2017 in Review

Avalon Investment & Advisory sold out of Mizuho Financial (MFG) in Q1 2017, closing a stake of 12,180 shares — an estimated $44K sold.

Avalon Investment & Advisory first reported a position in MFG in Q4 2015 and held it in 5 quarters. The position peaked at $1.05M in Q4 2015. 99 funds tracked by Wall St. Rank hold MFG as of Q1 2017.

Avalon Investment & Advisory reported no remaining Mizuho Financial position as of Q1 2017 after selling out during the quarter.
Avalon Investment & Advisory sold 12,180 Mizuho Financial shares in Q1 2017, an estimated $44K.
Avalon Investment & Advisory first reported a position in Mizuho Financial in Q4 2015 and held it in 5 quarters.
Avalon Investment & Advisory's Mizuho Financial position peaked at $1.05M in Q4 2015.
99 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2017.

Based on Avalon Investment & Advisory's 13F filing for Q1 2017, filed 15 May 2017.