First Allied Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

First Allied Advisory Services’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
2018 Q2	–	Sell	-13,423	Closed	-$92K	–	1208
2018 Q1	$92K	Buy	13,423 +908	+7%	+$6.61K	﹤0.01%	1133
2017 Q4	$91K	Buy	+12,515	New	+$85.3K	﹤0.01%	1214
2017 Q2	–	Sell	-12,174	Closed	-$76K	–	1179
2017 Q1	$76K	Sell	12,174 -395	-3%	-$2.58K	﹤0.01%	1072
2016 Q4	$77K	Buy	+12,569	New	+$71.4K	﹤0.01%	1074
2016 Q3	–	Sell	-18,795	Closed	-$84K	–	1075
2016 Q2	$84K	Sell	18,795 -8,248	-30%	-$39K	﹤0.01%	1008
2016 Q1	$124K	Sell	27,043 -3,809	-12%	-$18.6K	0.01%	952
2015 Q4	$188K	Buy	30,852 +1,024	+3%	+$6.61K	0.01%	992
2015 Q3	$181K	Buy	29,828 +1,081	+4%	+$7.32K	0.01%	938
2015 Q2	$207K	Buy	28,747 +4,251	+17%	+$30.3K	0.01%	1006
2015 Q1	$151K	Buy	24,496 +368	+2%	+$2.18K	0.01%	1003
2014 Q4	$133K	Buy	24,128 +697	+3%	+$3.88K	0.01%	978
2014 Q3	$131K	Buy	23,431 +12,127	+107%	+$70.8K	0.01%	968
2014 Q2	$71K	Buy	+11,304	New	+$64K	0.01%	957
2014 Q1	–	Sell	-10,010	Closed	-$65K	–	1040
2013 Q4	$65K	Buy	+10,010	New	+$64.2K	0.01%	921

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

First Allied Advisory Services's MUFG Position: Q2 2018 in Review

First Allied Advisory Services sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 13,423 shares — an estimated $92K sold.

First Allied Advisory Services first reported a position in MUFG in Q4 2013 and held it in 14 quarters. The position peaked at $207K in Q2 2015. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

First Allied Advisory Services reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
First Allied Advisory Services sold 13,423 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $92K.
First Allied Advisory Services first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 14 quarters.
First Allied Advisory Services's Mitsubishi UFJ Financial position peaked at $207K in Q2 2015.
207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on First Allied Advisory Services's 13F filing for Q2 2018, filed 8 Aug 2018.