MGIA
MUFG icon

Moneta Group Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-1,200
Closed -$8K – 550
2018
Q1 		$8K Hold
1,200
– – ﹤0.01% 484
2017
Q4 		$9K Buy
+1,200
New +$8.18K ﹤0.01% 350
2015
Q4 		– Sell
-1,200
Closed -$7K – 317
2015
Q3 		$7K Buy
+1,200
New +$8.12K ﹤0.01% 457

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Moneta Group Investment Advisors's MUFG Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 1,200 shares — an estimated $8K sold.

Moneta Group Investment Advisors first reported a position in MUFG in Q3 2015 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,200 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $8K.
  • Moneta Group Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Mitsubishi UFJ Financial position peaked at $9K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.