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Fort Sheridan Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fort Sheridan 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
-22,000
Closed -$119K – 113
2019
Q4 		$119K Hold
22,000
– – 0.06% 112
2019
Q3 		$112K Hold
22,000
– – 0.06% 107
2019
Q2 		$105K Hold
22,000
– – 0.06% 100
2019
Q1 		$109K Hold
22,000
– – 0.07% 97
2018
Q4 		$107K Buy
+22,000
New +$125K 0.08% 83

Other funds holding MUFG

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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

Fort Sheridan Advisors's MUFG Position: Q1 2020 in Review

Fort Sheridan Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2020, closing a stake of 22,000 shares — an estimated $119K sold.

Fort Sheridan Advisors first reported a position in MUFG in Q4 2018 and held it in 5 quarters. The position peaked at $119K in Q4 2019. 190 funds tracked by Wall St. Rank hold MUFG as of Q1 2020.

  • Fort Sheridan Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2020 after selling out during the quarter.
  • Fort Sheridan Advisors sold 22,000 Mitsubishi UFJ Financial shares in Q1 2020, an estimated $119K.
  • Fort Sheridan Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 5 quarters.
  • Fort Sheridan Advisors's Mitsubishi UFJ Financial position peaked at $119K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2020.

Based on Fort Sheridan Advisors's 13F filing for Q1 2020, filed 12 May 2020.