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Advisor Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Advisor Group’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
2019
Q4 		$305K Buy
56,262
+1,455
+3% +$7.68K ﹤0.01% 2044
2019
Q3 		$279K Buy
54,807
+5,709
+12% +$28K ﹤0.01% 2065
2019
Q2 		$234K Buy
49,098
+7,494
+18% +$36K ﹤0.01% 2184
2019
Q1 		$207K Buy
41,604
+7,305
+21% +$38K ﹤0.01% 2260
2018
Q4 		$167K Buy
34,299
+4,621
+16% +$26.2K ﹤0.01% 2224
2018
Q3 		$183K Buy
29,678
+7,999
+37% +$48.2K ﹤0.01% 2237
2018
Q2 		$123K Buy
21,679
+42
+0.2% +$266 ﹤0.01% 2361
2018
Q1 		$144K Sell
21,637
-902
-4% -$6.57K ﹤0.01% 2247
2017
Q4 		$164K Buy
22,539
+5,664
+34% +$38.6K ﹤0.01% 2165
2017
Q3 		$108K Sell
16,875
-1,825
-10% -$11.5K ﹤0.01% 2338
2017
Q2 		$126K Buy
18,700
+2,869
+18% +$18.3K ﹤0.01% 2119
2017
Q1 		$100K Sell
15,831
-1,453
-8% -$9.51K ﹤0.01% 2150
2016
Q4 		$107K Buy
17,284
+2,336
+16% +$13.3K ﹤0.01% 2013
2016
Q3 		$75K Sell
14,948
-13,312
-47% -$67.2K ﹤0.01% 2219
2016
Q2 		$124K Buy
+28,260
New +$134K ﹤0.01% 1766

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Advisor Group's MUFG Position: Q4 2019 in Review

Advisor Group increased its Mitsubishi UFJ Financial (MUFG) stake by 2.7% in Q4 2019, buying an estimated $7.68K and bringing the position to 56,262 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Advisor Group first reported a position in MUFG in Q2 2016 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

  • Advisor Group held 56,262 shares of Mitsubishi UFJ Financial worth $305K as of Q4 2019.
  • Advisor Group bought 1,455 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $7.68K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2044 holding.
  • Advisor Group first reported a position in Mitsubishi UFJ Financial in Q2 2016 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.