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L & S Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

L & S Advisors’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
Q4 		– Sell
-79,400
Closed -$401K – 179
2016
Q3 		$401K Hold
79,400
– – 0.11% 95
2016
Q2 		$352K Hold
79,400
– – 0.08% 87
2016
Q1 		$364K Buy
79,400
+39,000
+97% +$190K 0.09% 58
2015
Q4 		$251K Hold
40,400
– – 0.06% 79
2015
Q3 		$246K Hold
40,400
– – 0.07% 80
2015
Q2 		$292K Hold
40,400
– – 0.07% 85
2015
Q1 		$251K Buy
+40,400
New +$240K 0.07% 84

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

L & S Advisors's MUFG Position: Q4 2016 in Review

L & S Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2016, closing a stake of 79,400 shares — an estimated $401K sold.

L & S Advisors first reported a position in MUFG in Q1 2015 and held it in 7 quarters. The position peaked at $401K in Q3 2016. 196 funds tracked by Wall St. Rank hold MUFG as of Q4 2016.

  • L & S Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2016 after selling out during the quarter.
  • L & S Advisors sold 79,400 Mitsubishi UFJ Financial shares in Q4 2016, an estimated $401K.
  • L & S Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 7 quarters.
  • L & S Advisors's Mitsubishi UFJ Financial position peaked at $401K in Q3 2016.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2016.

Based on L & S Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.