Laurel Wealth Advisors (California)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-22,612	Closed	-$112K	–	419
2019 Q1	$112K	Buy	22,612 +60	+0.3%	+$312	0.03%	387
2018 Q4	$109K	Sell	22,552 -96	-0.4%	-$543	0.03%	339
2018 Q3	$140K	Hold	22,648	–	–	0.03%	386
2018 Q2	$127K	Buy	22,648 +116	+0.5%	+$734	0.03%	373
2018 Q1	$149K	Buy	+22,532	New	+$164K	0.05%	338
2017 Q4	–	Sell	-22,658	Closed	-$145K	–	363
2017 Q3	$145K	Hold	22,658	–	–	0.05%	301
2017 Q2	$152K	Hold	22,658	–	–	0.05%	287
2017 Q1	$143K	Hold	22,658	–	–	0.06%	267
2016 Q4	$139K	Buy	+22,658	New	+$129K	0.06%	244

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

BIP

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

HCM

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MUFG Position: Q2 2019 in Review

Laurel Wealth Advisors (California) sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2019, closing a stake of 22,612 shares — an estimated $112K sold.

Laurel Wealth Advisors (California) first reported a position in MUFG in Q4 2016 and held it in 9 quarters. The position peaked at $152K in Q2 2017. 205 funds tracked by Wall St. Rank hold MUFG as of Q2 2019.

Laurel Wealth Advisors (California) reported no remaining Mitsubishi UFJ Financial position as of Q2 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 22,612 Mitsubishi UFJ Financial shares in Q2 2019, an estimated $112K.
Laurel Wealth Advisors (California) first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 9 quarters.
Laurel Wealth Advisors (California)'s Mitsubishi UFJ Financial position peaked at $152K in Q2 2017.
205 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2019, filed 13 Aug 2019.