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Brandywine Oak Private Wealth’s Mizuho Financial MFG Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q3 		– Sell
-67,736
Closed -$195K – 241
2019
Q2 		$195K Sell
67,736
-2,454
-3% -$7.28K 0.04% 217
2019
Q1 		$214K Sell
70,190
-10,337
-13% -$32.4K 0.04% 202
2018
Q4 		$241K Buy
+80,527
New +$267K 0.05% 177

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Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
ACC
Accident Compensation Corp Wellington, New Zealand $497M AUM 4.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Brandywine Oak Private Wealth's MFG Position: Q3 2019 in Review

Brandywine Oak Private Wealth sold out of Mizuho Financial (MFG) in Q3 2019, closing a stake of 67,736 shares — an estimated $195K sold.

Brandywine Oak Private Wealth first reported a position in MFG in Q4 2018 and held it in 3 quarters. The position peaked at $241K in Q4 2018. 111 funds tracked by Wall St. Rank hold MFG as of Q3 2019.

  • Brandywine Oak Private Wealth reported no remaining Mizuho Financial position as of Q3 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 67,736 Mizuho Financial shares in Q3 2019, an estimated $195K.
  • Brandywine Oak Private Wealth first reported a position in Mizuho Financial in Q4 2018 and held it in 3 quarters.
  • Brandywine Oak Private Wealth's Mizuho Financial position peaked at $241K in Q4 2018.
  • 111 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.