AllSquare Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

AllSquare Wealth Management’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
2020 Q4	–	Sell	-1,729	Closed	-$7K	–	477
2020 Q3	$7K	Hold	1,729	–	–	0.01%	365
2020 Q2	$7K	Hold	1,729	–	–	0.01%	365
2020 Q1	$6K	Hold	1,729	–	–	0.01%	351
2019 Q4	$9K	Hold	1,729	–	–	0.01%	338
2019 Q3	$9K	Hold	1,729	–	–	0.01%	331
2019 Q2	$8K	Hold	1,729	–	–	0.01%	356
2019 Q1	$9K	Hold	1,729	–	–	0.01%	342
2018 Q4	$8K	Hold	1,729	–	–	0.01%	340
2018 Q3	$11K	Buy	+1,729	New	+$10.4K	0.01%	336

Other funds holding MUFG

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

AllSquare Wealth Management's MUFG Position: Q4 2020 in Review

AllSquare Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2020, closing a stake of 1,729 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in MUFG in Q3 2018 and held it in 9 quarters. The position peaked at $11K in Q3 2018. 198 funds tracked by Wall St. Rank hold MUFG as of Q4 2020.

AllSquare Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 1,729 Mitsubishi UFJ Financial shares in Q4 2020, an estimated $7K.
AllSquare Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2018 and held it in 9 quarters.
AllSquare Wealth Management's Mitsubishi UFJ Financial position peaked at $11K in Q3 2018.
198 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.