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Dougherty Wealth Advisers’s Mitsubishi UFJ Financial MUFG Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-2,926
Closed -$14K – 205
2019
Q2 		$14K Hold
2,926
– – 0.04% 193
2019
Q1 		$14K Hold
2,926
– – 0.05% 165
2018
Q4 		$15K Buy
+2,926
New +$16.6K 0.05% 170

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Dougherty Wealth Advisers's MUFG Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 2,926 shares — an estimated $14K sold.

Dougherty Wealth Advisers first reported a position in MUFG in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q4 2018. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 2,926 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $14K.
  • Dougherty Wealth Advisers first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Mitsubishi UFJ Financial position peaked at $15K in Q4 2018.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.