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Edge Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Edge 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
Q3 		– Sell
-662
Closed -$4K – 954
2017
Q2 		$4K Hold
662
– – ﹤0.01% 829
2017
Q1 		$4K Buy
+662
New +$4.33K ﹤0.01% 841

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Edge Advisors's MUFG Position: Q3 2017 in Review

Edge Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2017, closing a stake of 662 shares — an estimated $4K sold.

Edge Advisors first reported a position in MUFG in Q1 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 192 funds tracked by Wall St. Rank hold MUFG as of Q3 2017.

  • Edge Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 662 Mitsubishi UFJ Financial shares in Q3 2017, an estimated $4K.
  • Edge Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2017 and held it in 2 quarters.
  • Edge Advisors's Mitsubishi UFJ Financial position peaked at $4K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.