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Apriem Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Apriem 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
2014
Q3 		– Sell
-280
Closed -$2K – 555
2014
Q2 		$2K Buy
+280
New +$1.58K ﹤0.01% 437

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Apriem Advisors's MUFG Position: Q3 2014 in Review

Apriem Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2014, closing a stake of 280 shares — an estimated $2K sold.

Apriem Advisors first reported a position in MUFG in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

  • Apriem Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2014 after selling out during the quarter.
  • Apriem Advisors sold 280 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $2K.
  • Apriem Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2014 and held it in 1 quarter.
  • Apriem Advisors's Mitsubishi UFJ Financial position peaked at $2K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on Apriem Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.