Jefferies Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Jefferies Group’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 Q1	–	Sell	-2,661,843	Closed	-$19.4M	–	2550
2017 Q4	$19.4M	Buy	2,661,843 +2,057,923	+341%	+$14M	0.09%	136
2017 Q3	$3.89M	Buy	+603,920	New	+$3.81M	0.03%	630
2017 Q2	–	Sell	-521,200	Closed	-$3.3M	–	2443
2017 Q1	$3.3M	Sell	521,200 -174,400	-25%	-$1.14M	0.02%	689
2016 Q4	$4.29M	Buy	+695,600	New	+$3.95M	0.02%	633
2016 Q3	–	Sell	-4,659,000	Closed	-$20.6M	–	2376
2016 Q2	$20.6M	Sell	4,659,000 -500,000	-10%	-$2.36M	0.09%	122
2016 Q1	$23.7M	Buy	+5,159,000	New	+$25.2M	0.14%	101
2015 Q3	–	Sell	-74	Closed	-$1K	–	2764
2015 Q2	$1K	Buy	+74	New	+$527	﹤0.01%	3215
2015 Q1	–	Sell	-2,026,000	Closed	-$11.2M	–	2286
2014 Q4	$11.2M	Hold	2,026,000	–	–	0.07%	247
2014 Q3	$11.4M	Buy	+2,026,000	New	+$11.8M	0.08%	217
2014 Q2	–	Sell	-50,000	Closed	-$277K	–	2274
2014 Q1	$277K	Sell	50,000 -75,000	-60%	-$448K	﹤0.01%	1561
2013 Q4	$835K	Buy	+125,000	New	+$801K	0.01%	911

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jefferies Group's MUFG Position: Q1 2018 in Review

Jefferies Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2018, closing a stake of 2,661,843 shares — an estimated $19.4M sold.

Jefferies Group first reported a position in MUFG in Q4 2013 and held it in 11 quarters. The position peaked at $23.7M in Q1 2016. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2018.

Jefferies Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2018 after selling out during the quarter.
Jefferies Group sold 2,661,843 Mitsubishi UFJ Financial shares in Q1 2018, an estimated $19.4M.
Jefferies Group first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 11 quarters.
Jefferies Group's Mitsubishi UFJ Financial position peaked at $23.7M in Q1 2016.
208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2018.

Based on Jefferies Group's 13F filing for Q1 2018, filed 15 May 2018.