Lenox Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-925	Closed	-$3K	–	725
2020 Q1	$3K	Buy	+925	New	+$4.41K	﹤0.01%	522
2017 Q4	–	Sell	-384	Closed	-$2K	–	431
2017 Q3	$2K	Buy	+384	New	+$2.42K	﹤0.01%	161
2015 Q4	–	Sell	-1,203	Closed	-$7K	–	546
2015 Q3	$7K	Hold	1,203	–	–	﹤0.01%	217
2015 Q2	$9K	Hold	1,203	–	–	﹤0.01%	151
2015 Q1	$7K	Hold	1,203	–	–	﹤0.01%	200
2014 Q4	$7K	Hold	1,203	–	–	﹤0.01%	199
2014 Q3	$7K	Buy	+1,203	New	+$7.02K	﹤0.01%	207

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

PPA

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

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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BIP

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

Lenox Wealth Advisors's MUFG Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2020, closing a stake of 925 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MUFG in Q3 2014 and held it in 7 quarters. The position peaked at $9K in Q2 2015. 185 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

Lenox Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 925 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2014 and held it in 7 quarters.
Lenox Wealth Advisors's Mitsubishi UFJ Financial position peaked at $9K in Q2 2015.
185 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.