American Trust Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

American Trust Investment 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
2020 Q1	–	Sell	-50,348	Closed	-$273K	–	70
2019 Q4	$273K	Hold	50,348	–	–	0.2%	58
2019 Q3	$256K	Hold	50,348	–	–	0.2%	58
2019 Q2	$239K	Buy	50,348 +19,870	+65%	+$95.4K	0.19%	63
2019 Q1	$151K	Hold	30,478	–	–	0.12%	74
2018 Q4	$148K	Hold	30,478	–	–	0.13%	70
2018 Q3	$189K	Hold	30,478	–	–	0.15%	73
2018 Q2	$172K	Hold	30,478	–	–	0.14%	78
2018 Q1	$202K	Hold	30,478	–	–	0.16%	79
2017 Q4	$222K	Hold	30,478	–	–	0.17%	75
2017 Q3	$196K	Hold	30,478	–	–	0.17%	72
2017 Q2	$206K	Hold	30,478	–	–	0.18%	75
2017 Q1	$193K	Hold	30,478	–	–	0.17%	75
2016 Q4	$188K	Buy	30,478 +620	+2%	+$3.52K	0.18%	69
2016 Q3	$151K	Hold	29,858	–	–	0.15%	64
2016 Q2	$132K	Hold	29,858	–	–	0.14%	66
2016 Q1	$137K	Hold	29,858	–	–	0.14%	66
2015 Q4	$186K	Buy	+29,858	New	+$193K	0.21%	71

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

American Trust Investment Advisors's MUFG Position: Q1 2020 in Review

American Trust Investment Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2020, closing a stake of 50,348 shares — an estimated $273K sold.

American Trust Investment Advisors first reported a position in MUFG in Q4 2015 and held it in 17 quarters. The position peaked at $273K in Q4 2019. 190 funds tracked by Wall St. Rank hold MUFG as of Q1 2020.

American Trust Investment Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2020 after selling out during the quarter.
American Trust Investment Advisors sold 50,348 Mitsubishi UFJ Financial shares in Q1 2020, an estimated $273K.
American Trust Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 17 quarters.
American Trust Investment Advisors's Mitsubishi UFJ Financial position peaked at $273K in Q4 2019.
190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2020.

Based on American Trust Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.