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Gladstone Institutional Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-13,407
Closed -$49K – 281
2020
Q1 		$49K Buy
13,407
+300
+2% +$1.43K 0.01% 261
2019
Q4 		$71K Buy
13,107
+2,464
+23% +$13K 0.02% 268
2019
Q3 		$54K Buy
+10,643
New +$52.2K 0.01% 277

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Gladstone Institutional Advisory's MUFG Position: Q2 2020 in Review

Gladstone Institutional Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2020, closing a stake of 13,407 shares — an estimated $49K sold.

Gladstone Institutional Advisory first reported a position in MUFG in Q3 2019 and held it in 3 quarters. The position peaked at $71K in Q4 2019. 184 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

  • Gladstone Institutional Advisory reported no remaining Mitsubishi UFJ Financial position as of Q2 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,407 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $49K.
  • Gladstone Institutional Advisory first reported a position in Mitsubishi UFJ Financial in Q3 2019 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Mitsubishi UFJ Financial position peaked at $71K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2020, filed 17 Aug 2020.