Cypress Wealth Advisors’s Mizuho Financial MFG Stock Holding History

Cypress Wealth Advisors’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 Q2	–	Sell	-11,776	Closed	-$43K	–	138
2017 Q1	$43K	Sell	11,776 -2,431	-17%	-$9.03K	0.02%	216
2016 Q4	$51K	Buy	14,207 +1,247	+10%	+$4.34K	0.02%	206
2016 Q3	$44K	Buy	12,960 +280	+2%	+$911	0.02%	205
2016 Q2	$36K	Buy	+12,680	New	+$38.2K	0.02%	190
2016 Q1	–	Sell	-24,748	Closed	-$100K	–	210
2015 Q4	$100K	Sell	24,748 -825	-3%	-$3.34K	0.05%	180
2015 Q3	$95K	Buy	+25,573	New	+$105K	0.05%	180

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Cypress Wealth Advisors's MFG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Mizuho Financial (MFG) in Q2 2017, closing a stake of 11,776 shares — an estimated $43K sold.

Cypress Wealth Advisors first reported a position in MFG in Q3 2015 and held it in 6 quarters. The position peaked at $100K in Q4 2015. 94 funds tracked by Wall St. Rank hold MFG as of Q2 2017.

Cypress Wealth Advisors reported no remaining Mizuho Financial position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 11,776 Mizuho Financial shares in Q2 2017, an estimated $43K.
Cypress Wealth Advisors first reported a position in Mizuho Financial in Q3 2015 and held it in 6 quarters.
Cypress Wealth Advisors's Mizuho Financial position peaked at $100K in Q4 2015.
94 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.