Kanaly Trust’s Mizuho Financial MFG Stock Holding History

Kanaly Trust’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	$16K	Hold	4,480	–	–	﹤0.01%	465
2016 Q3	$15K	Sell	4,480 -96	-2%	-$312	﹤0.01%	469
2016 Q2	$13K	Buy	4,576 +3,877	+555%	+$11.7K	﹤0.01%	498
2016 Q1	$2K	Sell	699 -4,539	-87%	-$14.7K	﹤0.01%	778
2015 Q4	$21K	Buy	5,238 +426	+9%	+$1.73K	﹤0.01%	425
2015 Q3	$18K	Sell	4,812 -81	-2%	-$331	﹤0.01%	466
2015 Q2	$21K	Buy	4,893 +4,108	+523%	+$16.5K	﹤0.01%	456
2015 Q1	$3K	Hold	785	–	–	﹤0.01%	565
2014 Q4	$3K	Buy	785 +179	+30%	+$623	﹤0.01%	578
2014 Q3	$2K	Hold	606	–	–	﹤0.01%	716
2014 Q2	$2K	Sell	606 -413	-41%	-$1.64K	﹤0.01%	647
2014 Q1	$4K	Buy	+1,019	New	+$4.26K	﹤0.01%	589

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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 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

Kanaly Trust's MFG Position: Q4 2016 in Review

Kanaly Trust held its Mizuho Financial (MFG) position steady in Q4 2016 at 4,480 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Kanaly Trust first reported a position in MFG in Q1 2014 and has held it in 12 quarters since. The position peaked at $21K in Q4 2015. 116 funds tracked by Wall St. Rank hold MFG as of Q4 2016.

Kanaly Trust held 4,480 shares of Mizuho Financial worth $16K as of Q4 2016.
Kanaly Trust left its Mizuho Financial share count unchanged in Q4 2016.
Mizuho Financial made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #465 holding.
Kanaly Trust first reported a position in Mizuho Financial in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Mizuho Financial position peaked at $21K in Q4 2015.
116 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.