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Capital Guardian Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Guardian 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
Q3 		– Sell
-1,916
Closed -$12K – 663
2014
Q2 		$12K Buy
+1,916
New +$10.8K ﹤0.01% 463

Other funds holding MUFG

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BIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Capital Guardian Trust's MUFG Position: Q3 2014 in Review

Capital Guardian Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2014, closing a stake of 1,916 shares — an estimated $12K sold.

Capital Guardian Trust first reported a position in MUFG in Q2 2014 and held it in 1 quarter. The position peaked at $12K in Q2 2014. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

  • Capital Guardian Trust reported no remaining Mitsubishi UFJ Financial position as of Q3 2014 after selling out during the quarter.
  • Capital Guardian Trust sold 1,916 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $12K.
  • Capital Guardian Trust first reported a position in Mitsubishi UFJ Financial in Q2 2014 and held it in 1 quarter.
  • Capital Guardian Trust's Mitsubishi UFJ Financial position peaked at $12K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on Capital Guardian Trust's 13F filing for Q3 2014, filed 14 Nov 2014.