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Brandywine Oak Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q3 		– Sell
-23,595
Closed -$112K – 242
2019
Q2 		$112K Sell
23,595
-2,221
-9% -$10.7K 0.02% 221
2019
Q1 		$127K Buy
25,816
+1,028
+4% +$5.34K 0.03% 212
2018
Q4 		$121K Buy
+24,788
New +$140K 0.03% 255

Other funds holding MUFG

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PPA
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Brandywine Oak Private Wealth's MUFG Position: Q3 2019 in Review

Brandywine Oak Private Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 23,595 shares — an estimated $112K sold.

Brandywine Oak Private Wealth first reported a position in MUFG in Q4 2018 and held it in 3 quarters. The position peaked at $127K in Q1 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

  • Brandywine Oak Private Wealth reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 23,595 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $112K.
  • Brandywine Oak Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 3 quarters.
  • Brandywine Oak Private Wealth's Mitsubishi UFJ Financial position peaked at $127K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.