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Gupta Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-2,698
Closed -$17K – 1232
2015
Q4 		$17K Buy
+2,698
New +$17.4K ﹤0.01% 708

Other funds holding MUFG

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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Gupta Wealth Management's MUFG Position: Q1 2016 in Review

Gupta Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 2,698 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in MUFG in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

  • Gupta Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 2,698 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $17K.
  • Gupta Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Mitsubishi UFJ Financial position peaked at $17K in Q4 2015.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.