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Ativo Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ativo Capital 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
2016
Q1 		– Sell
-331,656
Closed -$2.06M – 200
2015
Q4 		$2.06M Buy
331,656
+127,356
+62% +$822K 0.52% 61
2015
Q3 		$1.34M Hold
204,300
– – 0.36% 92
2015
Q2 		$1.45M Buy
+204,300
New +$1.46M 0.51% 65

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Northern Trust
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BIP
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Ativo Capital Management's MUFG Position: Q1 2016 in Review

Ativo Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 331,656 shares — an estimated $2.06M sold.

Ativo Capital Management first reported a position in MUFG in Q2 2015 and held it in 3 quarters. The position peaked at $2.06M in Q4 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

  • Ativo Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
  • Ativo Capital Management sold 331,656 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $2.06M.
  • Ativo Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2015 and held it in 3 quarters.
  • Ativo Capital Management's Mitsubishi UFJ Financial position peaked at $2.06M in Q4 2015.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on Ativo Capital Management's 13F filing for Q1 2016, filed 13 May 2016.