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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return