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KCS Wealth Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

KCS Wealth Advisory’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
-20,065
Closed -$133K – 159
2018
Q1 		$133K Sell
20,065
-5,485
-21% -$40K 0.12% 163
2017
Q4 		$186K Buy
+25,550
New +$174K 0.18% 161

Other funds holding MUFG

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Northern Trust
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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

KCS Wealth Advisory's MUFG Position: Q2 2018 in Review

KCS Wealth Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 20,065 shares — an estimated $133K sold.

KCS Wealth Advisory first reported a position in MUFG in Q4 2017 and held it in 2 quarters. The position peaked at $186K in Q4 2017. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

  • KCS Wealth Advisory reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 20,065 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $133K.
  • KCS Wealth Advisory first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Mitsubishi UFJ Financial position peaked at $186K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on KCS Wealth Advisory's 13F filing for Q2 2018, filed 7 Aug 2018.