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HighTower Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

HighTower Trust’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
-87,011
Closed -$541K – 149
2015
Q4 		$541K Buy
87,011
+34,387
+65% +$222K 0.07% 96
2015
Q3 		$320K Hold
52,624
– – 0.05% 104
2015
Q2 		$380K Buy
52,624
+19,408
+58% +$138K 0.06% 103
2015
Q1 		$207K Buy
+33,216
New +$197K 0.03% 132

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

HighTower Trust's MUFG Position: Q1 2016 in Review

HighTower Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 87,011 shares — an estimated $541K sold.

HighTower Trust first reported a position in MUFG in Q1 2015 and held it in 4 quarters. The position peaked at $541K in Q4 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

  • HighTower Trust reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
  • HighTower Trust sold 87,011 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $541K.
  • HighTower Trust first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 4 quarters.
  • HighTower Trust's Mitsubishi UFJ Financial position peaked at $541K in Q4 2015.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on HighTower Trust's 13F filing for Q1 2016, filed 9 May 2016.