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Capital Advisors Ltd’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-2,727
Closed -$13K – 458
2019
Q1 		$13K Hold
2,727
– – ﹤0.01% 357
2018
Q4 		$13K Hold
2,727
– – ﹤0.01% 361
2018
Q3 		$17K Buy
+2,727
New +$16.4K ﹤0.01% 378

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Capital Advisors Ltd's MUFG Position: Q2 2019 in Review

Capital Advisors Ltd sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2019, closing a stake of 2,727 shares — an estimated $13K sold.

Capital Advisors Ltd first reported a position in MUFG in Q3 2018 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 205 funds tracked by Wall St. Rank hold MUFG as of Q2 2019.

  • Capital Advisors Ltd reported no remaining Mitsubishi UFJ Financial position as of Q2 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 2,727 Mitsubishi UFJ Financial shares in Q2 2019, an estimated $13K.
  • Capital Advisors Ltd first reported a position in Mitsubishi UFJ Financial in Q3 2018 and held it in 3 quarters.
  • Capital Advisors Ltd's Mitsubishi UFJ Financial position peaked at $17K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2019.

Based on Capital Advisors Ltd's 13F filing for Q2 2019, filed 31 Jul 2019.