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Cypress Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-27,700
Closed -$176K – 142
2017
Q1 		$176K Sell
27,700
-746
-3% -$4.88K 0.08% 203
2016
Q4 		$175K Buy
28,446
+4,703
+20% +$26.7K 0.08% 196
2016
Q3 		$120K Buy
23,743
+1,082
+5% +$5.46K 0.05% 197
2016
Q2 		$100K Buy
+22,661
New +$107K 0.05% 182

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

Cypress Wealth Advisors's MUFG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2017, closing a stake of 27,700 shares — an estimated $176K sold.

Cypress Wealth Advisors first reported a position in MUFG in Q2 2016 and held it in 4 quarters. The position peaked at $176K in Q1 2017. 196 funds tracked by Wall St. Rank hold MUFG as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 27,700 Mitsubishi UFJ Financial shares in Q2 2017, an estimated $176K.
  • Cypress Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2016 and held it in 4 quarters.
  • Cypress Wealth Advisors's Mitsubishi UFJ Financial position peaked at $176K in Q1 2017.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.