Convergence Investment Partners’s Mizuho Financial MFG Stock Holding History

Convergence Investment Partners’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
2015 Q3	–	Sell	-18,685	Closed	-$81K	–	385
2015 Q2	$81K	Buy	18,685 +1,045	+6%	+$4.19K	0.01%	348
2015 Q1	$63K	Buy	17,640 +7,010	+66%	+$24.6K	0.01%	357
2014 Q4	$36K	Sell	10,630 -10,859	-51%	-$37.8K	﹤0.01%	350
2014 Q3	$77K	Sell	21,489 -2,344	-10%	-$9.03K	0.01%	355
2014 Q2	$98K	Sell	23,833 -9,886	-29%	-$39.2K	0.01%	363
2014 Q1	$134K	Sell	33,719 -9,107	-21%	-$38.1K	0.02%	360
2013 Q4	$187K	Sell	42,826 -6,595	-13%	-$27.9K	0.03%	363
2013 Q3	$213K	Sell	49,421 -8,945	-15%	-$38.3K	0.05%	281
2013 Q2	$241K	Buy	+58,366	New	+$245K	0.06%	276

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Convergence Investment Partners's MFG Position: Q3 2015 in Review

Convergence Investment Partners sold out of Mizuho Financial (MFG) in Q3 2015, closing a stake of 18,685 shares — an estimated $81K sold.

Convergence Investment Partners first reported a position in MFG in Q2 2013 and held it in 9 quarters. The position peaked at $241K in Q2 2013. 99 funds tracked by Wall St. Rank hold MFG as of Q3 2015.

Convergence Investment Partners reported no remaining Mizuho Financial position as of Q3 2015 after selling out during the quarter.
Convergence Investment Partners sold 18,685 Mizuho Financial shares in Q3 2015, an estimated $81K.
Convergence Investment Partners first reported a position in Mizuho Financial in Q2 2013 and held it in 9 quarters.
Convergence Investment Partners's Mizuho Financial position peaked at $241K in Q2 2013.
99 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2015.

Based on Convergence Investment Partners's 13F filing for Q3 2015, filed 16 Nov 2015.