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Insight 2811 Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Insight 2811 Inc’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
2015
Q3 		– Sell
-10,350
Closed -$75K – 114
2015
Q2 		$75K Hold
10,350
– – 0.04% 103
2015
Q1 		$64K Hold
10,350
– – 0.03% 107
2014
Q4 		$57K Hold
10,350
– – 0.03% 110
2014
Q3 		$58K Hold
10,350
– – 0.02% 118
2014
Q2 		$64K Hold
10,350
– – 0.03% 113
2014
Q1 		$57K Buy
+10,350
New +$61.8K 0.02% 114

Other funds holding MUFG

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Insight 2811 Inc's MUFG Position: Q3 2015 in Review

Insight 2811 Inc sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2015, closing a stake of 10,350 shares — an estimated $75K sold.

Insight 2811 Inc first reported a position in MUFG in Q1 2014 and held it in 6 quarters. The position peaked at $75K in Q2 2015. 213 funds tracked by Wall St. Rank hold MUFG as of Q3 2015.

  • Insight 2811 Inc reported no remaining Mitsubishi UFJ Financial position as of Q3 2015 after selling out during the quarter.
  • Insight 2811 Inc sold 10,350 Mitsubishi UFJ Financial shares in Q3 2015, an estimated $75K.
  • Insight 2811 Inc first reported a position in Mitsubishi UFJ Financial in Q1 2014 and held it in 6 quarters.
  • Insight 2811 Inc's Mitsubishi UFJ Financial position peaked at $75K in Q2 2015.
  • 213 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2015.

Based on Insight 2811 Inc's 13F filing for Q3 2015, filed 3 Nov 2015.