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RPg Family Wealth Advisory’s Mizuho Financial MFG Stock Holding History

RPg Family Wealth Advisory’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
2017
Q1 		– Sell
-3,219
Closed -$11.6K – 309
2016
Q4 		$11.6K Sell
3,219
-615
-16% -$2.14K 0.01% 246
2016
Q3 		$12.9K Buy
+3,834
New +$12.5K 0.01% 217

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 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
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

RPg Family Wealth Advisory's MFG Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Mizuho Financial (MFG) in Q1 2017, closing a stake of 3,219 shares — an estimated $11.6K sold.

RPg Family Wealth Advisory first reported a position in MFG in Q3 2016 and held it in 2 quarters. The position peaked at $12.9K in Q3 2016. 99 funds tracked by Wall St. Rank hold MFG as of Q1 2017.

  • RPg Family Wealth Advisory reported no remaining Mizuho Financial position as of Q1 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 3,219 Mizuho Financial shares in Q1 2017, an estimated $11.6K.
  • RPg Family Wealth Advisory first reported a position in Mizuho Financial in Q3 2016 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Mizuho Financial position peaked at $12.9K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.