MWPCG
MFG icon

Measured Wealth Private Client Group’s Mizuho Financial MFG Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-360
Closed -$1K – 457
2018
Q3 		$1K Buy
+360
New +$1.26K ﹤0.01% 802

Other funds holding MFG

Northern Trust
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Measured Wealth Private Client Group's MFG Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Mizuho Financial (MFG) in Q4 2018, closing a stake of 360 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in MFG in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 126 funds tracked by Wall St. Rank hold MFG as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Mizuho Financial position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 360 Mizuho Financial shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Mizuho Financial in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Mizuho Financial position peaked at $1K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.