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Camelot Portfolios’s Mitsubishi UFJ Financial MUFG Stock Holding History

Camelot Portfolios’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
-22,473
Closed -$107K – 241
2019
Q2 		$107K Sell
22,473
-960
-4% -$4.61K 0.04% 228
2019
Q1 		$116K Buy
23,433
+13,071
+126% +$68K 0.05% 233
2018
Q4 		$50K Buy
10,362
+262
+3% +$1.48K 0.02% 214
2018
Q3 		$63K Sell
10,100
-1,167
-10% -$7.04K 0.03% 201
2018
Q2 		$64K Sell
11,267
-47
-0.4% -$298 0.03% 202
2018
Q1 		$75K Sell
11,314
-354
-3% -$2.58K 0.04% 181
2017
Q4 		$85K Sell
11,668
-125
-1% -$852 0.04% 177
2017
Q3 		$76K Sell
11,793
-473
-4% -$2.99K 0.04% 169
2017
Q2 		$83K Sell
12,266
-946
-7% -$6.03K 0.04% 174
2017
Q1 		$84K Sell
13,212
-465
-3% -$3.04K 0.04% 176
2016
Q4 		$84K Sell
13,677
-131
-0.9% -$744 0.04% 150
2016
Q3 		$70K Sell
13,808
-707
-5% -$3.57K 0.04% 157
2016
Q2 		$64K Sell
14,515
-1,109
-7% -$5.25K 0.04% 153
2016
Q1 		$72K Buy
+15,624
New +$76.2K 0.04% 148
2015
Q3 		– Sell
-10,666
Closed -$77K – 166
2015
Q2 		$77K Buy
10,666
+439
+4% +$3.13K 0.04% 165
2015
Q1 		$64K Sell
10,227
-483
-5% -$2.87K 0.04% 163
2014
Q4 		$59K Buy
+10,710
New +$59.7K 0.03% 166

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Camelot Portfolios's MUFG Position: Q3 2019 in Review

Camelot Portfolios sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 22,473 shares — an estimated $107K sold.

Camelot Portfolios first reported a position in MUFG in Q4 2014 and held it in 17 quarters. The position peaked at $116K in Q1 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

  • Camelot Portfolios reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
  • Camelot Portfolios sold 22,473 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $107K.
  • Camelot Portfolios first reported a position in Mitsubishi UFJ Financial in Q4 2014 and held it in 17 quarters.
  • Camelot Portfolios's Mitsubishi UFJ Financial position peaked at $116K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Camelot Portfolios's 13F filing for Q3 2019, filed 15 Oct 2019.