OWA
MFG icon

One Wealth Advisors’s Mizuho Financial MFG Stock Holding History

One Wealth Advisors’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
-5,856
Closed -$20K – 327
2018
Q3 		$20K Sell
5,856
-238
-4% -$831 0.02% 317
2018
Q2 		$21K Buy
+6,094
New +$21.8K 0.02% 306

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

One Wealth Advisors's MFG Position: Q4 2018 in Review

One Wealth Advisors sold out of Mizuho Financial (MFG) in Q4 2018, closing a stake of 5,856 shares — an estimated $20K sold.

One Wealth Advisors first reported a position in MFG in Q2 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2018. 126 funds tracked by Wall St. Rank hold MFG as of Q4 2018.

  • One Wealth Advisors reported no remaining Mizuho Financial position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 5,856 Mizuho Financial shares in Q4 2018, an estimated $20K.
  • One Wealth Advisors first reported a position in Mizuho Financial in Q2 2018 and held it in 2 quarters.
  • One Wealth Advisors's Mizuho Financial position peaked at $21K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.