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Cornerstone Advisors (Washington)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$80K Buy
19,842
+3,664
+23% +$14.8K 0.01% 201
2020
Q2 		$64K Buy
16,178
+5,312
+49% +$21K 0.01% 225
2020
Q1 		$40K Sell
10,866
-3,789
-26% -$18.1K 0.01% 246
2019
Q4 		$80K Buy
14,655
+310
+2% +$1.64K 0.01% 180
2019
Q3 		$73K Buy
14,345
+10,413
+265% +$51K 0.01% 178
2019
Q2 		$19K Sell
3,932
-2,090
-35% -$10K ﹤0.01% 644
2019
Q1 		$30K Buy
6,022
+3,299
+121% +$17.2K ﹤0.01% 508
2018
Q4 		$13K Sell
2,723
-1,040
-28% -$5.89K ﹤0.01% 586
2018
Q3 		$23K Buy
3,763
+1,636
+77% +$9.87K 0.01% 501
2018
Q2 		$12K Buy
2,127
+288
+16% +$1.82K 0.01% 585
2018
Q1 		$12K Buy
1,839
+378
+26% +$2.75K 0.01% 568
2017
Q4 		$11K Hold
1,461
– – 0.01% 566
2017
Q3 		$9K Sell
1,461
-676
-32% -$4.27K 0.01% 596
2017
Q2 		$14K Buy
2,137
+676
+46% +$4.31K 0.01% 542
2017
Q1 		$9K Hold
1,461
– – ﹤0.01% 589
2016
Q4 		$9K Buy
1,461
+460
+46% +$2.61K 0.01% 607
2016
Q3 		$5K Hold
1,001
– – ﹤0.01% 682
2016
Q2 		$4K Buy
1,001
+852
+572% +$4.03K ﹤0.01% 608
2016
Q1 		$1K Sell
149
-530
-78% -$2.58K ﹤0.01% 817
2015
Q4 		$4K Hold
679
– – ﹤0.01% 610
2015
Q3 		$4K Hold
679
– – ﹤0.01% 601
2015
Q2 		$5K Hold
679
– – ﹤0.01% 411
2015
Q1 		$4K Buy
679
+31
+5% +$184 ﹤0.01% 474
2014
Q4 		$4K Buy
+648
New +$3.61K ﹤0.01% 444
2014
Q2 		– Sell
-4,982
Closed -$28K – 676
2014
Q1 		$28K Hold
4,982
– – 0.03% 111
2013
Q4 		$33K Hold
4,982
– – 0.05% 82
2013
Q3 		$32K Hold
4,982
– – 0.06% 79
2013
Q2 		$31K Buy
+4,982
New +$31.9K 0.08% 40

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Natixis Advisors
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

Cornerstone Advisors (Washington)'s MUFG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Mitsubishi UFJ Financial (MUFG) stake by 23% in Q3 2020, buying an estimated $14.8K and bringing the position to 19,842 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #201.

Cornerstone Advisors (Washington) first reported a position in MUFG in Q2 2013 and has held it in 28 quarters since. 176 funds tracked by Wall St. Rank hold MUFG as of Q3 2020.

  • Cornerstone Advisors (Washington) held 19,842 shares of Mitsubishi UFJ Financial worth $80K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 3,664 Mitsubishi UFJ Financial shares in Q3 2020, an estimated $14.8K.
  • Mitsubishi UFJ Financial made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #201 holding.
  • Cornerstone Advisors (Washington) first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 28 quarters since.
  • 176 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.