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Boston Private Bank & Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Boston Private Bank & Trust’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
-1,520
Closed -$10K – 1063
2013
Q4 		$10K Buy
+1,520
New +$9.74K ﹤0.01% 844

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BIP
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Dimensional Fund Advisors
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MAA
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Northern Trust
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
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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

Boston Private Bank & Trust's MUFG Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2014, closing a stake of 1,520 shares — an estimated $10K sold.

Boston Private Bank & Trust first reported a position in MUFG in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 189 funds tracked by Wall St. Rank hold MUFG as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Mitsubishi UFJ Financial position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,520 Mitsubishi UFJ Financial shares in Q1 2014, an estimated $10K.
  • Boston Private Bank & Trust first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Mitsubishi UFJ Financial position peaked at $10K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.