Concourse Financial Group Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

Concourse Financial Group Securities’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
2020 Q2	–	Sell	-110	Closed	-$435	–	2191
2020 Q1	$0	Sell	110 -165	-60%	-$786	﹤0.01%	2255
2019 Q4	$1K	Buy	+275	New	+$1.45K	﹤0.01%	1990
2019 Q3	–	Sell	-275	Closed	-$1.35K	–	2006
2019 Q2	$1K	Hold	275	–	–	﹤0.01%	2115
2019 Q1	$1K	Hold	275	–	–	﹤0.01%	2163
2018 Q4	$1K	Buy	+275	New	+$1.56K	﹤0.01%	2032

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Concourse Financial Group Securities's MUFG Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2020, closing a stake of 110 shares — an estimated $435 sold.

Concourse Financial Group Securities first reported a position in MUFG in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 185 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

Concourse Financial Group Securities reported no remaining Mitsubishi UFJ Financial position as of Q2 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 110 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $435.
Concourse Financial Group Securities first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 5 quarters.
Concourse Financial Group Securities's Mitsubishi UFJ Financial position peaked at $1K in Q4 2019.
185 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.