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Freestone Capital Holdings’s Mitsubishi UFJ Financial MUFG Stock Holding History

Freestone Capital Holdings’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
Q2 		– Sell
-11,885
Closed -$66K – 238
2014
Q1 		$66K Sell
11,885
-44,734
-79% -$267K 0.01% 217
2013
Q4 		$378K Sell
56,619
-4,399
-7% -$28.2K 0.07% 218
2013
Q3 		$391K Buy
61,018
+378
+0.6% +$2.4K 0.07% 252
2013
Q2 		$377K Buy
+60,640
New +$388K 0.08% 232

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Freestone Capital Holdings's MUFG Position: Q2 2014 in Review

Freestone Capital Holdings sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2014, closing a stake of 11,885 shares — an estimated $66K sold.

Freestone Capital Holdings first reported a position in MUFG in Q2 2013 and held it in 4 quarters. The position peaked at $391K in Q3 2013. 190 funds tracked by Wall St. Rank hold MUFG as of Q2 2014.

  • Freestone Capital Holdings reported no remaining Mitsubishi UFJ Financial position as of Q2 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 11,885 Mitsubishi UFJ Financial shares in Q2 2014, an estimated $66K.
  • Freestone Capital Holdings first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 4 quarters.
  • Freestone Capital Holdings's Mitsubishi UFJ Financial position peaked at $391K in Q3 2013.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2014.

Based on Freestone Capital Holdings's 13F filing for Q2 2014, filed 14 Aug 2014.