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Evercore Wealth Management’s Mizuho Financial MFG Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-1,018
Closed -$4K – 936
2013
Q3 		$4K Buy
+1,018
New +$4.36K ﹤0.01% 895

Other funds holding MFG

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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's MFG Position: Q4 2013 in Review

Evercore Wealth Management sold out of Mizuho Financial (MFG) in Q4 2013, closing a stake of 1,018 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in MFG in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 90 funds tracked by Wall St. Rank hold MFG as of Q4 2013.

  • Evercore Wealth Management reported no remaining Mizuho Financial position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,018 Mizuho Financial shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in Mizuho Financial in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Mizuho Financial position peaked at $4K in Q3 2013.
  • 90 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.