Chicago Partners Investment Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Chicago Partners Investment Group’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
2018 Q4	–	Sell	-7,275	Closed	-$42K	–	688
2018 Q3	$42K	Sell	7,275 -6,800	-48%	-$41K	0.01%	556
2018 Q2	$80K	Buy	14,075 +8,275	+143%	+$52.4K	0.01%	415
2018 Q1	$39K	Buy	+5,800	New	+$42.2K	0.01%	490
2017 Q4	–	Sell	-1,661	Closed	-$11K	–	921
2017 Q3	$11K	Buy	+1,661	New	+$10.5K	﹤0.01%	763

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chicago Partners Investment Group's MUFG Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 7,275 shares — an estimated $42K sold.

Chicago Partners Investment Group first reported a position in MUFG in Q3 2017 and held it in 4 quarters. The position peaked at $80K in Q2 2018. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

Chicago Partners Investment Group reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 7,275 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $42K.
Chicago Partners Investment Group first reported a position in Mitsubishi UFJ Financial in Q3 2017 and held it in 4 quarters.
Chicago Partners Investment Group's Mitsubishi UFJ Financial position peaked at $80K in Q2 2018.
209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.