EWA
MUFG icon

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

Evolution 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
2020
Q1 		– Sell
-2,578
Closed -$14K – 535
2019
Q4 		$14K Buy
+2,578
New +$13.6K ﹤0.01% 257

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Evolution Wealth Advisors's MUFG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2020, closing a stake of 2,578 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in MUFG in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 190 funds tracked by Wall St. Rank hold MUFG as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,578 Mitsubishi UFJ Financial shares in Q1 2020, an estimated $14K.
  • Evolution Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Mitsubishi UFJ Financial position peaked at $14K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.