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1st Global Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

1st Global Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$185K Sell
27,480
-262
-0.9% -$1.67K 0.02% 490
2017
Q1 		$176K Sell
27,742
-3,262
-11% -$21.3K 0.02% 492
2016
Q4 		$191K Sell
31,004
-5
-0% -$28 0.02% 496
2016
Q3 		$157K Buy
31,009
+2,060
+7% +$10.4K 0.02% 505
2016
Q2 		$128K Sell
28,949
-13,581
-32% -$64.2K 0.02% 491
2016
Q1 		$195K Buy
42,530
+11,980
+39% +$58.4K 0.03% 479
2015
Q4 		$190K Sell
30,550
-3
-0% -$19 0.03% 428
2015
Q3 		$186K Buy
30,553
+1,141
+4% +$7.72K 0.03% 423
2015
Q2 		$212 Buy
29,412
+1,536
+6% +$10.9K 0.03% 431
2015
Q1 		$173K Buy
27,876
+462
+2% +$2.74K 0.03% 451
2014
Q4 		$152K Sell
27,414
-4,771
-15% -$26.6K 0.02% 448
2014
Q3 		$181K Buy
32,185
+4,229
+15% +$24.7K 0.03% 426
2014
Q2 		$172K Buy
27,956
+13,698
+96% +$77.5K 0.03% 429
2014
Q1 		$79K Buy
14,258
+1,751
+14% +$10.5K 0.01% 403
2013
Q4 		$84K Sell
12,507
-1,076
-8% -$6.9K 0.02% 397
2013
Q3 		$87K Buy
13,583
+373
+3% +$2.37K 0.02% 385
2013
Q2 		$82K Buy
+13,210
New +$84.6K 0.02% 359

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

1st Global Advisors's MUFG Position: Q2 2017 in Review

1st Global Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.94% in Q2 2017, selling an estimated $1.67K and leaving 27,480 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #490.

1st Global Advisors first reported a position in MUFG in Q2 2013 and has held it in 17 quarters since. The position peaked at $195K in Q1 2016. 196 funds tracked by Wall St. Rank hold MUFG as of Q2 2017.

  • 1st Global Advisors held 27,480 shares of Mitsubishi UFJ Financial worth $185K as of Q2 2017.
  • 1st Global Advisors sold 262 Mitsubishi UFJ Financial shares in Q2 2017, an estimated $1.67K.
  • Mitsubishi UFJ Financial made up 0.02% of 1st Global Advisors's portfolio in Q2 2017, its #490 holding.
  • 1st Global Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 17 quarters since.
  • 1st Global Advisors's Mitsubishi UFJ Financial position peaked at $195K in Q1 2016.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.