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Mid Atlantic Financial Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mid Atlantic Financial Management’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 		– Sell
-14,957
Closed -$76K – 759
2019
Q3 		$76K Sell
14,957
-1,890
-11% -$9.26K 0.01% 668
2019
Q2 		$80K Sell
16,847
-5,463
-24% -$26.2K 0.01% 701
2019
Q1 		$110K Buy
22,310
+4,500
+25% +$23.4K 0.01% 676
2018
Q4 		$87K Buy
+17,810
New +$101K 0.01% 646

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

Mid Atlantic Financial Management's MUFG Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2019, closing a stake of 14,957 shares — an estimated $76K sold.

Mid Atlantic Financial Management first reported a position in MUFG in Q4 2018 and held it in 4 quarters. The position peaked at $110K in Q1 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

  • Mid Atlantic Financial Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 14,957 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $76K.
  • Mid Atlantic Financial Management first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 4 quarters.
  • Mid Atlantic Financial Management's Mitsubishi UFJ Financial position peaked at $110K in Q1 2019.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.