ACI
MUFG icon

Alpha Cubed Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Alpha Cubed Investments’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
Q1 		– Sell
-10,000
Closed -$62K – 201
2016
Q4 		$62K Buy
+10,000
New +$56.8K 0.01% 185

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $10.5B AUM 30.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Alpha Cubed Investments's MUFG Position: Q1 2017 in Review

Alpha Cubed Investments sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2017, closing a stake of 10,000 shares — an estimated $62K sold.

Alpha Cubed Investments first reported a position in MUFG in Q4 2016 and held it in 1 quarter. The position peaked at $62K in Q4 2016. 201 funds tracked by Wall St. Rank hold MUFG as of Q1 2017.

  • Alpha Cubed Investments reported no remaining Mitsubishi UFJ Financial position as of Q1 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 10,000 Mitsubishi UFJ Financial shares in Q1 2017, an estimated $62K.
  • Alpha Cubed Investments first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 1 quarter.
  • Alpha Cubed Investments's Mitsubishi UFJ Financial position peaked at $62K in Q4 2016.
  • 201 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2017.

Based on Alpha Cubed Investments's 13F filing for Q1 2017, filed 2 May 2017.