TrueWealth LLC’s Mizuho Financial MFG Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-185	Closed	-$1K	–	872
2017 Q4	$1K	Buy	+185	New	+$668	﹤0.01%	870

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

TrueWealth LLC's MFG Position: Q1 2018 in Review

TrueWealth LLC sold out of Mizuho Financial (MFG) in Q1 2018, closing a stake of 185 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in MFG in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 106 funds tracked by Wall St. Rank hold MFG as of Q1 2018.

TrueWealth LLC reported no remaining Mizuho Financial position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 185 Mizuho Financial shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Mizuho Financial in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Mizuho Financial position peaked at $1K in Q4 2017.
106 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.