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Capital One National Association’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital One National Association’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
2017
Q4 		– Sell
-46,296
Closed -$298K – 532
2017
Q3 		$298K Sell
46,296
-28,267
-38% -$179K 0.02% 440
2017
Q2 		$503K Buy
74,563
+14,518
+24% +$92.5K 0.04% 337
2017
Q1 		$381K Buy
60,045
+27,469
+84% +$180K 0.03% 387
2016
Q4 		$201K Sell
32,576
-2,107
-6% -$12K 0.02% 489
2016
Q3 		$175K Buy
+34,683
New +$175K 0.01% 483
2014
Q4 		– Sell
-30,277
Closed -$170K – 550
2014
Q3 		$170K Sell
30,277
-9,428
-24% -$55K 0.02% 513
2014
Q2 		$244K Sell
39,705
-9,423
-19% -$53.3K 0.02% 476
2014
Q1 		$272K Sell
49,128
-10,116
-17% -$60.4K 0.03% 450
2013
Q4 		$396K Sell
59,244
-1,537
-3% -$9.85K 0.04% 362
2013
Q3 		$390K Sell
60,781
-6,068
-9% -$38.6K 0.04% 349
2013
Q2 		$415K Buy
+66,849
New +$428K 0.04% 324

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return