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Financial Architects (New Jersey)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Financial Architects (New Jersey)’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
-514
Closed -$3K – 405
2013
Q3 		$3K Buy
+514
New +$3.27K ﹤0.01% 653

Other funds holding MUFG

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s MUFG Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2013, closing a stake of 514 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in MUFG in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining Mitsubishi UFJ Financial position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 514 Mitsubishi UFJ Financial shares in Q4 2013, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Mitsubishi UFJ Financial in Q3 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Mitsubishi UFJ Financial position peaked at $3K in Q3 2013.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.