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HHG & Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

HHG & Company’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
Q3 		– Sell
-13,964
Closed -$86K – 177
2014
Q2 		$86K Sell
13,964
-2,613
-16% -$14.8K 0.03% 167
2014
Q1 		$91K Sell
16,577
-2,126
-11% -$12.7K 0.03% 170
2013
Q4 		$126K Sell
18,703
-2,905
-13% -$18.6K 0.05% 161
2013
Q3 		$139K Sell
21,608
-3,273
-13% -$20.8K 0.06% 162
2013
Q2 		$153K Buy
+24,881
New +$159K 0.06% 168

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

HHG & Company's MUFG Position: Q3 2014 in Review

HHG & Company sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2014, closing a stake of 13,964 shares — an estimated $86K sold.

HHG & Company first reported a position in MUFG in Q2 2013 and held it in 5 quarters. The position peaked at $153K in Q2 2013. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

  • HHG & Company reported no remaining Mitsubishi UFJ Financial position as of Q3 2014 after selling out during the quarter.
  • HHG & Company sold 13,964 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $86K.
  • HHG & Company first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 5 quarters.
  • HHG & Company's Mitsubishi UFJ Financial position peaked at $153K in Q2 2013.
  • 191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on HHG & Company's 13F filing for Q3 2014, filed 21 Oct 2014.