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Barrett Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Barrett Asset 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
Q2 		– Sell
-280
Closed -$1K – 370
2016
Q1 		$1K Hold
280
– – ﹤0.01% 396
2015
Q4 		$2K Buy
+280
New +$1.81K ﹤0.01% 321

Other funds holding MUFG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrett Asset Management's MUFG Position: Q2 2016 in Review

Barrett Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2016, closing a stake of 280 shares — an estimated $1K sold.

Barrett Asset Management first reported a position in MUFG in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 187 funds tracked by Wall St. Rank hold MUFG as of Q2 2016.

  • Barrett Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2016 after selling out during the quarter.
  • Barrett Asset Management sold 280 Mitsubishi UFJ Financial shares in Q2 2016, an estimated $1K.
  • Barrett Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 2 quarters.
  • Barrett Asset Management's Mitsubishi UFJ Financial position peaked at $2K in Q4 2015.
  • 187 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2016.

Based on Barrett Asset Management's 13F filing for Q2 2016, filed 18 Jul 2016.