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Gupta Wealth Management’s Mizuho Financial MFG Stock Holding History

Gupta 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
2016
Q1 		– Sell
-4,029
Closed -$16K – 1223
2015
Q4 		$16K Hold
4,029
– – ﹤0.01% 738
2015
Q3 		$15K Buy
+4,029
New +$16.5K ﹤0.01% 786

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Gupta Wealth Management's MFG Position: Q1 2016 in Review

Gupta Wealth Management sold out of Mizuho Financial (MFG) in Q1 2016, closing a stake of 4,029 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in MFG in Q3 2015 and held it in 2 quarters. The position peaked at $16K in Q4 2015. 100 funds tracked by Wall St. Rank hold MFG as of Q1 2016.

  • Gupta Wealth Management reported no remaining Mizuho Financial position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 4,029 Mizuho Financial shares in Q1 2016, an estimated $16K.
  • Gupta Wealth Management first reported a position in Mizuho Financial in Q3 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Mizuho Financial position peaked at $16K in Q4 2015.
  • 100 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.