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Hollow Brook Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Hollow Brook 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
2018
Q3 		– Sell
-11,191
Closed -$63K – 59
2018
Q2 		$63K Sell
11,191
-569,778
-98% -$3.61M 0.05% 56
2018
Q1 		$3.86M Buy
580,969
+10,424
+2% +$75.9K 3.09% 13
2017
Q4 		$4.15M Buy
+570,545
New +$3.89M 3.05% 13

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hollow Brook Wealth Management's MUFG Position: Q3 2018 in Review

Hollow Brook Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2018, closing a stake of 11,191 shares — an estimated $63K sold.

Hollow Brook Wealth Management first reported a position in MUFG in Q4 2017 and held it in 3 quarters. The position peaked at $4.15M in Q4 2017. 208 funds tracked by Wall St. Rank hold MUFG as of Q3 2018.

  • Hollow Brook Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2018 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 11,191 Mitsubishi UFJ Financial shares in Q3 2018, an estimated $63K.
  • Hollow Brook Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 3 quarters.
  • Hollow Brook Wealth Management's Mitsubishi UFJ Financial position peaked at $4.15M in Q4 2017.
  • 208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2018.

Based on Hollow Brook Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.