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Independent Portfolio Consultants’s Mitsubishi UFJ Financial MUFG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$61K Sell
9,050
-2,435
-21% -$15.5K 0.03% 494
2017
Q1 		$73K Sell
11,485
-4,975
-30% -$32.5K 0.03% 507
2016
Q4 		$101K Sell
16,460
-920
-5% -$5.23K 0.03% 444
2016
Q3 		$87K Sell
17,380
-2,205
-11% -$11.1K 0.03% 464
2016
Q2 		$87K Sell
19,585
-1,035
-5% -$4.89K 0.03% 469
2016
Q1 		$95K Sell
20,620
-1,350
-6% -$6.58K 0.03% 484
2015
Q4 		$137K Sell
21,970
-155
-0.7% -$1K 0.04% 394
2015
Q3 		$135K Sell
22,125
-580
-3% -$3.92K 0.03% 408
2015
Q2 		$164K Buy
22,705
+230
+1% +$1.64K 0.03% 401
2015
Q1 		$140K Sell
22,475
-1,945
-8% -$11.5K 0.03% 426
2014
Q4 		$135K Sell
24,420
-31,490
-56% -$175K 0.03% 440
2014
Q3 		$314K Sell
55,910
-3,690
-6% -$21.5K 0.08% 389
2014
Q2 		$367K Buy
59,600
+3,770
+7% +$21.3K 0.1% 339
2014
Q1 		$309K Sell
55,830
-21,920
-28% -$131K 0.1% 356
2013
Q4 		$519K Sell
77,750
-4,610
-6% -$29.6K 0.18% 216
2013
Q3 		$528K Buy
82,360
+3,460
+4% +$22K 0.21% 189
2013
Q2 		$490K Buy
+78,900
New +$505K 0.22% 186

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Independent Portfolio Consultants's MUFG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Mitsubishi UFJ Financial (MUFG) stake by 21% in Q2 2017, selling an estimated $15.5K and leaving 9,050 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #494.

Independent Portfolio Consultants first reported a position in MUFG in Q2 2013 and has held it in 17 quarters since. The position peaked at $528K in Q3 2013. 196 funds tracked by Wall St. Rank hold MUFG as of Q2 2017.

  • Independent Portfolio Consultants held 9,050 shares of Mitsubishi UFJ Financial worth $61K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,435 Mitsubishi UFJ Financial shares in Q2 2017, an estimated $15.5K.
  • Mitsubishi UFJ Financial made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #494 holding.
  • Independent Portfolio Consultants first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Mitsubishi UFJ Financial position peaked at $528K in Q3 2013.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.