Hexavest’s Mitsubishi UFJ Financial MUFG Stock Holding History

Hexavest’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
2019 Q4	–	Sell	-5,763	Closed	-$29K	–	460
2019 Q3	$29K	Hold	5,763	–	–	﹤0.01%	360
2019 Q2	$27K	Hold	5,763	–	–	﹤0.01%	376
2019 Q1	$29K	Hold	5,763	–	–	﹤0.01%	342
2018 Q4	$28K	Hold	5,763	–	–	﹤0.01%	314
2018 Q3	$36K	Hold	5,763	–	–	﹤0.01%	354
2018 Q2	$33K	Hold	5,763	–	–	﹤0.01%	363
2018 Q1	$38K	Hold	5,763	–	–	﹤0.01%	385
2017 Q4	$42K	Hold	5,763	–	–	﹤0.01%	401
2017 Q3	$37K	Hold	5,763	–	–	﹤0.01%	404
2017 Q2	$39K	Hold	5,763	–	–	﹤0.01%	397
2017 Q1	$37K	Hold	5,763	–	–	﹤0.01%	402
2016 Q4	$36K	Hold	5,763	–	–	﹤0.01%	402
2016 Q3	$29K	Hold	5,763	–	–	﹤0.01%	413
2016 Q2	$26K	Hold	5,763	–	–	﹤0.01%	429
2016 Q1	$26K	Hold	5,763	–	–	﹤0.01%	421
2015 Q4	$36K	Hold	5,763	–	–	﹤0.01%	399
2015 Q3	$35K	Hold	5,763	–	–	﹤0.01%	396
2015 Q2	$42K	Hold	5,763	–	–	﹤0.01%	394
2015 Q1	$36K	Hold	5,763	–	–	﹤0.01%	389
2014 Q4	$32K	Hold	5,763	–	–	﹤0.01%	387
2014 Q3	$32K	Hold	5,763	–	–	﹤0.01%	395
2014 Q2	$35K	Hold	5,763	–	–	﹤0.01%	385
2014 Q1	$32K	Hold	5,763	–	–	﹤0.01%	386
2013 Q4	$38K	Hold	5,763	–	–	﹤0.01%	320
2013 Q3	$37K	Hold	5,763	–	–	﹤0.01%	329
2013 Q2	$36K	Buy	+5,763	New	+$36.9K	﹤0.01%	328

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Hexavest's MUFG Position: Q4 2019 in Review

Hexavest sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2019, closing a stake of 5,763 shares — an estimated $29K sold.

Hexavest first reported a position in MUFG in Q2 2013 and held it in 26 quarters. The position peaked at $42K in Q4 2017. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

Hexavest reported no remaining Mitsubishi UFJ Financial position as of Q4 2019 after selling out during the quarter.
Hexavest sold 5,763 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $29K.
Hexavest first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 26 quarters.
Hexavest's Mitsubishi UFJ Financial position peaked at $42K in Q4 2017.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Hexavest's 13F filing for Q4 2019, filed 9 Jan 2020.