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CIBC Bank USA’s Mitsubishi UFJ Financial MUFG Stock Holding History

CIBC Bank USA’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
Q2 		– Sell
-14,042
Closed -$78K – 301
2014
Q1 		$78K Sell
14,042
-3,208
-19% -$19.2K 0.02% 313
2013
Q4 		$115K Sell
17,250
-3,118
-15% -$20K 0.03% 301
2013
Q3 		$131K Sell
20,368
-36,343
-64% -$231K 0.03% 297
2013
Q2 		$351K Buy
+56,711
New +$363K 0.02% 265

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

CIBC Bank USA's MUFG Position: Q2 2014 in Review

CIBC Bank USA sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2014, closing a stake of 14,042 shares — an estimated $78K sold.

CIBC Bank USA first reported a position in MUFG in Q2 2013 and held it in 4 quarters. The position peaked at $351K in Q2 2013. 190 funds tracked by Wall St. Rank hold MUFG as of Q2 2014.

  • CIBC Bank USA reported no remaining Mitsubishi UFJ Financial position as of Q2 2014 after selling out during the quarter.
  • CIBC Bank USA sold 14,042 Mitsubishi UFJ Financial shares in Q2 2014, an estimated $78K.
  • CIBC Bank USA first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 4 quarters.
  • CIBC Bank USA's Mitsubishi UFJ Financial position peaked at $351K in Q2 2013.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2014.

Based on CIBC Bank USA's 13F filing for Q2 2014, filed 28 Jul 2014.