Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HCM
Herndon Capital Management’s
Mitsubishi UFJ Financial
MUFG
Stock Holding History
Herndon Capital Management’s Portfolio
MUFG Stock Details
MUFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q4
–
Sell
-34,851
Closed
-$196K
–
213
2014
Q3
$196K
Hold
34,851
–
–
﹤0.01%
154
2014
Q2
$214K
Hold
34,851
–
–
﹤0.01%
152
2014
Q1
$193K
Hold
34,851
–
–
﹤0.01%
155
2013
Q4
$233K
Hold
34,851
–
–
﹤0.01%
161
2013
Q3
$223K
Hold
34,851
–
–
﹤0.01%
175
2013
Q2
$216K
Buy
+34,851
New
+$223K
﹤0.01%
174
Other funds holding MUFG
Aristotle Capital Management
Los Angeles, California
$47.8B AUM
13.38%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
MAA
Managed Account Advisors
Jersey City, New Jersey
$121B AUM
7.32%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
MCM
Masters Capital Management
Atlanta, Georgia
$3.03B AUM
57.21%
1-Year Est. Return
AG
Aperio Group
Sausalito, California
$33.8B AUM
31.46%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close