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MUFG Americas’s Financial Institutions FISI Stock Holding History

MUFG Americas’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-31,500
Closed -$580K – 1267
2013
Q2 		$580K Buy
+31,500
New +$611K 0.01% 640

Other funds holding FISI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MUFG Americas's FISI Position: Q3 2013 in Review

MUFG Americas sold out of Financial Institutions (FISI) in Q3 2013, closing a stake of 31,500 shares — an estimated $580K sold.

MUFG Americas first reported a position in FISI in Q2 2013 and held it in 1 quarter. The position peaked at $580K in Q2 2013. 76 funds tracked by Wall St. Rank hold FISI as of Q3 2013.

  • MUFG Americas reported no remaining Financial Institutions position as of Q3 2013 after selling out during the quarter.
  • MUFG Americas sold 31,500 Financial Institutions shares in Q3 2013, an estimated $580K.
  • MUFG Americas first reported a position in Financial Institutions in Q2 2013 and held it in 1 quarter.
  • MUFG Americas's Financial Institutions position peaked at $580K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2013.

Based on MUFG Americas's 13F filing for Q3 2013, filed 8 Nov 2013.