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Integrated Wealth Counsel’s Mizuho Financial MFG Stock Holding History

Integrated Wealth Counsel’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
Q4 		– Sell
-282
Closed -$1K – 221
2016
Q3 		$1K Buy
+282
New +$917 ﹤0.01% 212

Other funds holding MFG

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Dimensional Fund Advisors
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

Integrated Wealth Counsel's MFG Position: Q4 2016 in Review

Integrated Wealth Counsel sold out of Mizuho Financial (MFG) in Q4 2016, closing a stake of 282 shares — an estimated $1K sold.

Integrated Wealth Counsel first reported a position in MFG in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 116 funds tracked by Wall St. Rank hold MFG as of Q4 2016.

  • Integrated Wealth Counsel reported no remaining Mizuho Financial position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Counsel sold 282 Mizuho Financial shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Counsel first reported a position in Mizuho Financial in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Counsel's Mizuho Financial position peaked at $1K in Q3 2016.
  • 116 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.