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Evercore Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-1,785
Closed -$11K – 939
2013
Q3 		$11K Buy
+1,785
New +$11.4K ﹤0.01% 746

Other funds holding MUFG

TIM
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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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's MUFG Position: Q4 2013 in Review

Evercore Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2013, closing a stake of 1,785 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in MUFG in Q3 2013 and held it in 1 quarter. The position peaked at $11K in Q3 2013. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2013.

  • Evercore Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,785 Mitsubishi UFJ Financial shares in Q4 2013, an estimated $11K.
  • Evercore Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Mitsubishi UFJ Financial position peaked at $11K in Q3 2013.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.