FA
MUFG icon

FCG Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

FCG 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
2014
Q4 		– Sell
-16,411
Closed -$105K – 112
2014
Q3 		$105K Buy
+16,411
New +$95.8K 0.07% 73
2014
Q2 		– Sell
-12,292
Closed -$68K – 91
2014
Q1 		$68K Sell
12,292
-2,095
-15% -$12.5K 0.05% 81
2013
Q4 		$96K Buy
+14,387
New +$92.2K 0.06% 77

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

FCG Advisors's MUFG Position: Q4 2014 in Review

FCG Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2014, closing a stake of 16,411 shares — an estimated $105K sold.

FCG Advisors first reported a position in MUFG in Q4 2013 and held it in 3 quarters. The position peaked at $105K in Q3 2014. 194 funds tracked by Wall St. Rank hold MUFG as of Q4 2014.

  • FCG Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2014 after selling out during the quarter.
  • FCG Advisors sold 16,411 Mitsubishi UFJ Financial shares in Q4 2014, an estimated $105K.
  • FCG Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 3 quarters.
  • FCG Advisors's Mitsubishi UFJ Financial position peaked at $105K in Q3 2014.
  • 194 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2014.

Based on FCG Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.