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Institute for Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Institute for 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
Q2 		– Sell
-119,576
Closed -$795K – 228
2018
Q1 		$795K Buy
119,576
+66,901
+127% +$487K 0.23% 152
2017
Q4 		$389K Buy
52,675
+19,715
+60% +$134K 0.09% 261
2017
Q3 		$212K Buy
+32,960
New +$208K 0.07% 243

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Institute for Wealth Management's MUFG Position: Q2 2018 in Review

Institute for Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 119,576 shares — an estimated $795K sold.

Institute for Wealth Management first reported a position in MUFG in Q3 2017 and held it in 3 quarters. The position peaked at $795K in Q1 2018. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

  • Institute for Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 119,576 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $795K.
  • Institute for Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2017 and held it in 3 quarters.
  • Institute for Wealth Management's Mitsubishi UFJ Financial position peaked at $795K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.