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Convergence Investment Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-2,580
Closed -$17K – 675
2018
Q1 		$17K Buy
+2,580
New +$18.8K ﹤0.01% 622
2016
Q1 		– Sell
-10,761
Closed -$67K – 379
2015
Q4 		$67K Sell
10,761
-8,848
-45% -$57.1K 0.01% 311
2015
Q3 		$119K Sell
19,609
-1,979
-9% -$13.4K 0.01% 332
2015
Q2 		$156K Sell
21,588
-6,665
-24% -$47.5K 0.02% 343
2015
Q1 		$176K Sell
28,253
-2,613
-8% -$15.5K 0.02% 348
2014
Q4 		$171K Buy
30,866
+1,547
+5% +$8.62K 0.02% 341
2014
Q3 		$164K Buy
29,319
+2,922
+11% +$17.1K 0.02% 347
2014
Q2 		$162K Sell
26,397
-11,182
-30% -$63.3K 0.02% 356
2014
Q1 		$208K Sell
37,579
-8,167
-18% -$48.8K 0.03% 345
2013
Q4 		$306K Sell
45,746
-8,891
-16% -$57K 0.05% 305
2013
Q3 		$350K Sell
54,637
-12,182
-18% -$77.5K 0.07% 224
2013
Q2 		$415K Buy
+66,819
New +$428K 0.11% 209

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $14.3B AUM 23.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Convergence Investment Partners's MUFG Position: Q2 2018 in Review

Convergence Investment Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 2,580 shares — an estimated $17K sold.

Convergence Investment Partners first reported a position in MUFG in Q2 2013 and held it in 12 quarters. The position peaked at $415K in Q2 2013. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

  • Convergence Investment Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 2,580 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $17K.
  • Convergence Investment Partners first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 12 quarters.
  • Convergence Investment Partners's Mitsubishi UFJ Financial position peaked at $415K in Q2 2013.
  • 207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.