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

Avalon 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
2014
Q1 		– Sell
-37,100
Closed -$248K – 117
2013
Q4 		$248K Hold
37,100
– – 0.21% 91
2013
Q3 		$238K Hold
37,100
– – 0.23% 78
2013
Q2 		$230K Buy
+37,100
New +$238K 0.23% 66

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avalon Capital Management's MUFG Position: Q1 2014 in Review

Avalon Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2014, closing a stake of 37,100 shares — an estimated $248K sold.

Avalon Capital Management first reported a position in MUFG in Q2 2013 and held it in 3 quarters. The position peaked at $248K in Q4 2013. 189 funds tracked by Wall St. Rank hold MUFG as of Q1 2014.

  • Avalon Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2014 after selling out during the quarter.
  • Avalon Capital Management sold 37,100 Mitsubishi UFJ Financial shares in Q1 2014, an estimated $248K.
  • Avalon Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 3 quarters.
  • Avalon Capital Management's Mitsubishi UFJ Financial position peaked at $248K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2014.

Based on Avalon Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.