HWA
MITSY

Heritage Wealth Advisors’s MITSUI & CO LTD ADR (US) MITSY Stock Holding History

Heritage Wealth Advisors’s Portfolio MITSY Stock Details MITSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed -$2.15K – 605
2019
Q4 		$2.15K Buy
+6
New +$2.15K ﹤0.01% 545

Other funds holding MITSY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return

Heritage Wealth Advisors's MITSY Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of MITSUI & CO LTD ADR (US) (MITSY) in Q1 2020, closing a stake of 6 shares — an estimated $2.15K sold.

Heritage Wealth Advisors first reported a position in MITSY in Q4 2019 and held it in 1 quarter. The position peaked at $2.15K in Q4 2019. 7 funds tracked by Wall St. Rank hold MITSY as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining MITSUI & CO LTD ADR (US) position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 6 MITSUI & CO LTD ADR (US) shares in Q1 2020, an estimated $2.15K.
  • Heritage Wealth Advisors first reported a position in MITSUI & CO LTD ADR (US) in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's MITSUI & CO LTD ADR (US) position peaked at $2.15K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held MITSUI & CO LTD ADR (US) as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.