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Ladenburg Thalmann Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ladenburg Thalmann Financial Services’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 		$93K Sell
17,002
-1,010
-6% -$5.33K ﹤0.01% 3076
2019
Q3 		$91K Buy
18,012
+3,994
+28% +$19.6K ﹤0.01% 3004
2019
Q2 		$66K Sell
14,018
-523
-4% -$2.51K ﹤0.01% 3261
2019
Q1 		$77K Buy
14,541
+4,125
+40% +$21.4K ﹤0.01% 3080
2018
Q4 		$51K Buy
10,416
+3,180
+44% +$18K ﹤0.01% 3227
2018
Q3 		$44K Sell
7,236
-2,511
-26% -$15.1K ﹤0.01% 3389
2018
Q2 		$65K Hold
9,747
– – ﹤0.01% 3074
2018
Q1 		$65K Sell
9,747
-1,665
-15% -$12.1K ﹤0.01% 3074
2017
Q4 		$82K Buy
11,412
+2,429
+27% +$16.6K ﹤0.01% 2862
2017
Q3 		$57K Buy
8,983
+4,103
+84% +$25.9K ﹤0.01% 2994
2017
Q2 		$33K Buy
4,880
+37
+0.8% +$236 ﹤0.01% 3295
2017
Q1 		$30K Sell
4,843
-722
-13% -$4.72K ﹤0.01% 3279
2016
Q4 		$33K Sell
5,565
-136
-2% -$773 ﹤0.01% 3147
2016
Q3 		$29K Buy
5,701
+472
+9% +$2.38K ﹤0.01% 3165
2016
Q2 		$23K Buy
5,229
+370
+8% +$1.75K ﹤0.01% 3250
2016
Q1 		$23K Sell
4,859
-8,952
-65% -$43.7K ﹤0.01% 3167
2015
Q4 		$86K Buy
13,811
+789
+6% +$5.09K ﹤0.01% 2173
2015
Q3 		$80K Buy
13,022
+297
+2% +$2.01K ﹤0.01% 2141
2015
Q2 		$92K Sell
12,725
-482
-4% -$3.43K ﹤0.01% 2152
2015
Q1 		$82K Sell
13,207
-1,055
-7% -$6.26K ﹤0.01% 2203
2014
Q4 		$79K Buy
14,262
+11,355
+391% +$63.3K ﹤0.01% 2056
2014
Q3 		$16K Sell
2,907
-159
-5% -$928 ﹤0.01% 2822
2014
Q2 		$18K Hold
3,066
– – ﹤0.01% 2740
2014
Q1 		$17K Sell
3,066
-188
-6% -$1.12K ﹤0.01% 2678
2013
Q4 		$22K Buy
3,254
+813
+33% +$5.21K ﹤0.01% 2475
2013
Q3 		$15K Buy
2,441
+401
+20% +$2.55K ﹤0.01% 2633
2013
Q2 		$13K Buy
+2,040
New +$13.1K ﹤0.01% 2577

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

Ladenburg Thalmann Financial Services's MUFG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 5.6% in Q4 2019, selling an estimated $5.33K and leaving 17,002 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

Ladenburg Thalmann Financial Services first reported a position in MUFG in Q2 2013 and has held it in 27 quarters since. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 17,002 shares of Mitsubishi UFJ Financial worth $93K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,010 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $5.33K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3076 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 27 quarters since.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.