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Regal Investment Advisors’s Mizuho Financial MFG Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-1,500
Closed -$5K – 636
2015
Q3 		$5K Buy
+1,500
New +$6.13K ﹤0.01% 806

Other funds holding MFG

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's MFG Position: Q4 2015 in Review

Regal Investment Advisors sold out of Mizuho Financial (MFG) in Q4 2015, closing a stake of 1,500 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in MFG in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 102 funds tracked by Wall St. Rank hold MFG as of Q4 2015.

  • Regal Investment Advisors reported no remaining Mizuho Financial position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,500 Mizuho Financial shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in Mizuho Financial in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Mizuho Financial position peaked at $5K in Q3 2015.
  • 102 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.