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James Investment Research’s Mitsubishi UFJ Financial MUFG Stock Holding History

James Investment Research’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
-2,000
Closed -$12K – 472
2015
Q4 		$12K Hold
2,000
– – ﹤0.01% 451
2015
Q3 		$12K Hold
2,000
– – ﹤0.01% 448
2015
Q2 		$14K Hold
2,000
– – ﹤0.01% 464
2015
Q1 		$12K Buy
+2,000
New +$11.9K ﹤0.01% 486

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

James Investment Research's MUFG Position: Q1 2016 in Review

James Investment Research sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 2,000 shares — an estimated $12K sold.

James Investment Research first reported a position in MUFG in Q1 2015 and held it in 4 quarters. The position peaked at $14K in Q2 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

  • James Investment Research reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
  • James Investment Research sold 2,000 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $12K.
  • James Investment Research first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 4 quarters.
  • James Investment Research's Mitsubishi UFJ Financial position peaked at $14K in Q2 2015.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on James Investment Research's 13F filing for Q1 2016, filed 25 Apr 2016.