Archford Capital Strategies’s Mitsubishi UFJ Financial MUFG Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-114	Closed	-$1K	–	625
2018 Q2	$1K	Hold	114	–	–	﹤0.01%	636
2018 Q1	$1K	Buy	+114	New	+$830	﹤0.01%	586
2017 Q2	–	Sell	-114	Closed	-$1K	–	465
2017 Q1	$1K	Hold	114	–	–	﹤0.01%	656
2016 Q4	$0	Hold	114	–	–	﹤0.01%	710
2016 Q3	$0	Hold	114	–	–	﹤0.01%	688
2016 Q2	$1K	Buy	+114	New	+$539	﹤0.01%	653
2016 Q1	–	Sell	-6,079	Closed	-$38K	–	439
2015 Q4	$38K	Hold	6,079	–	–	0.02%	290
2015 Q3	$37K	Hold	6,079	–	–	0.03%	210
2015 Q2	$44K	Buy	6,079 +5,965	+5,232%	+$42.5K	0.03%	203
2015 Q1	$709	Hold	114	–	–	﹤0.01%	664
2014 Q4	$1K	Hold	114	–	–	﹤0.01%	629
2014 Q3	$1K	Hold	114	–	–	﹤0.01%	627
2014 Q2	$701	Hold	114	–	–	﹤0.01%	815
2014 Q1	$632	Buy	+114	New	+$681	﹤0.01%	774

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

BIP

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

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

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Archford Capital Strategies's MUFG Position: Q3 2018 in Review

Archford Capital Strategies sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2018, closing a stake of 114 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in MUFG in Q1 2014 and held it in 14 quarters. The position peaked at $44K in Q2 2015. 208 funds tracked by Wall St. Rank hold MUFG as of Q3 2018.

Archford Capital Strategies reported no remaining Mitsubishi UFJ Financial position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 114 Mitsubishi UFJ Financial shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Mitsubishi UFJ Financial in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Mitsubishi UFJ Financial position peaked at $44K in Q2 2015.
208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.