KM
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Kalos Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kalos 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
2019
Q4 		– Sell
-57,471
Closed -$291K – 213
2019
Q3 		$291K Buy
+57,471
New +$282K 0.12% 146
2016
Q3 		– Sell
-10,164
Closed -$45K – 149
2016
Q2 		$45K Hold
10,164
– – 0.03% 150
2016
Q1 		$63K Hold
10,164
– – 0.05% 136
2015
Q4 		$63K Buy
+10,164
New +$65.6K 0.05% 200

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Kalos Management's MUFG Position: Q4 2019 in Review

Kalos Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2019, closing a stake of 57,471 shares — an estimated $291K sold.

Kalos Management first reported a position in MUFG in Q4 2015 and held it in 4 quarters. The position peaked at $291K in Q3 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

  • Kalos Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2019 after selling out during the quarter.
  • Kalos Management sold 57,471 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $291K.
  • Kalos Management first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 4 quarters.
  • Kalos Management's Mitsubishi UFJ Financial position peaked at $291K in Q3 2019.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Kalos Management's 13F filing for Q4 2019, filed 13 Feb 2020.