WA
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Wealth Architects’s Mizuho Financial MFG Stock Holding History

Wealth Architects’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
2019
Q2 		– Sell
-23,297
Closed -$71K – 137
2019
Q1 		$71K Hold
23,297
– – 0.02% 138
2018
Q4 		$70K Sell
23,297
-9,557
-29% -$31.7K 0.03% 125
2018
Q3 		$115K Buy
32,854
+628
+2% +$2.19K 0.04% 132
2018
Q2 		$109K Hold
32,226
– – 0.04% 127
2018
Q1 		$119K Sell
32,226
-555
-2% -$2.09K 0.04% 124
2017
Q4 		$119K Hold
32,781
– – 0.04% 130
2017
Q3 		$116K Hold
32,781
– – 0.04% 124
2017
Q2 		$120K Hold
32,781
– – 0.04% 117
2017
Q1 		$121K Hold
32,781
– – 0.05% 117
2016
Q4 		$118K Hold
32,781
– – 0.05% 115
2016
Q3 		$110K Buy
32,781
+16,563
+102% +$53.9K 0.05% 113
2016
Q2 		$46K Buy
+16,218
New +$48.9K 0.02% 109
2016
Q1 		– Sell
-18,553
Closed -$75K – 119
2015
Q4 		$75K Buy
+18,553
New +$75.2K 0.04% 118

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
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ACC
Accident Compensation Corp Wellington, New Zealand $497M AUM 4.35% 1-Year Est. Return