MUFG Americas’s Carriage Services CSV Stock Holding History

MUFG Americas’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-250	Closed	-$7K	–	1139
2017 Q2	$7K	Buy	+250	New	+$6.72K	﹤0.01%	890

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MUFG Americas's CSV Position: Q3 2017 in Review

MUFG Americas sold out of Carriage Services (CSV) in Q3 2017, closing a stake of 250 shares — an estimated $7K sold.

MUFG Americas first reported a position in CSV in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 117 funds tracked by Wall St. Rank hold CSV as of Q3 2017.

MUFG Americas reported no remaining Carriage Services position as of Q3 2017 after selling out during the quarter.
MUFG Americas sold 250 Carriage Services shares in Q3 2017, an estimated $7K.
MUFG Americas first reported a position in Carriage Services in Q2 2017 and held it in 1 quarter.
MUFG Americas's Carriage Services position peaked at $7K in Q2 2017.
117 funds tracked by Wall St. Rank held Carriage Services as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.