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Conning Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Conning Inc’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
Q1 		– Sell
-11,100
Closed -$81K – 592
2017
Q4 		$81K Sell
11,100
-9,750
-47% -$66.5K ﹤0.01% 592
2017
Q3 		$134K Hold
20,850
– – ﹤0.01% 582
2017
Q2 		$141K Sell
20,850
-23,450
-53% -$149K 0.01% 578
2017
Q1 		$281K Buy
+44,300
New +$290K 0.01% 512

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Conning Inc's MUFG Position: Q1 2018 in Review

Conning Inc sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2018, closing a stake of 11,100 shares — an estimated $81K sold.

Conning Inc first reported a position in MUFG in Q1 2017 and held it in 4 quarters. The position peaked at $281K in Q1 2017. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2018.

  • Conning Inc reported no remaining Mitsubishi UFJ Financial position as of Q1 2018 after selling out during the quarter.
  • Conning Inc sold 11,100 Mitsubishi UFJ Financial shares in Q1 2018, an estimated $81K.
  • Conning Inc first reported a position in Mitsubishi UFJ Financial in Q1 2017 and held it in 4 quarters.
  • Conning Inc's Mitsubishi UFJ Financial position peaked at $281K in Q1 2017.
  • 208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2018.

Based on Conning Inc's 13F filing for Q1 2018, filed 4 May 2018.