APP
MUFG icon

Avantax Planning Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-821
Closed -$5K – 865
2018
Q3 		$5K Buy
+821
New +$4.95K ﹤0.01% 1100
2018
Q2 		– Sell
-4,018
Closed -$27K – 1011
2018
Q1 		$27K Buy
+4,018
New +$29.3K ﹤0.01% 678

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's MUFG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 821 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in MUFG in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 821 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Mitsubishi UFJ Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Mitsubishi UFJ Financial position peaked at $27K in Q1 2018.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.