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Banyan Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Banyan 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
2014
Q3 		– Sell
-92,704
Closed -$570K – 396
2014
Q2 		$570K Buy
92,704
+2,773
+3% +$15.7K 0.05% 299
2014
Q1 		$498K Buy
89,931
+5,003
+6% +$29.9K 0.04% 299
2013
Q4 		$567K Buy
+84,928
New +$545K 0.04% 293

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

Banyan Partners's MUFG Position: Q3 2014 in Review

Banyan Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2014, closing a stake of 92,704 shares — an estimated $570K sold.

Banyan Partners first reported a position in MUFG in Q4 2013 and held it in 3 quarters. The position peaked at $570K in Q2 2014. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

  • Banyan Partners reported no remaining Mitsubishi UFJ Financial position as of Q3 2014 after selling out during the quarter.
  • Banyan Partners sold 92,704 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $570K.
  • Banyan Partners first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 3 quarters.
  • Banyan Partners's Mitsubishi UFJ Financial position peaked at $570K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.