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MUFG Americas’s Strategy Inc MSTR Stock Holding History

MUFG Americas’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-700
Closed -$9K – 1109
2017
Q3 		$9K Sell
700
-2,700
-79% -$39.3K ﹤0.01% 883
2017
Q2 		$65K Buy
+3,400
New +$63.1K ﹤0.01% 528
2015
Q4 		– Sell
-90
Closed -$2K – 1150
2015
Q3 		$2K Hold
90
– – ﹤0.01% 1111
2015
Q2 		$2K Buy
+90
New +$1.58K ﹤0.01% 1090
2013
Q3 		– Sell
-13,000
Closed -$113K – 1346
2013
Q2 		$113K Buy
+13,000
New +$122K ﹤0.01% 1004

Other funds holding MSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

MUFG Americas's MSTR Position: Q4 2017 in Review

MUFG Americas sold out of Strategy Inc (MSTR) in Q4 2017, closing a stake of 700 shares — an estimated $9K sold.

MUFG Americas first reported a position in MSTR in Q2 2013 and held it in 5 quarters. The position peaked at $113K in Q2 2013. 187 funds tracked by Wall St. Rank hold MSTR as of Q4 2017.

  • MUFG Americas reported no remaining Strategy Inc position as of Q4 2017 after selling out during the quarter.
  • MUFG Americas sold 700 Strategy Inc shares in Q4 2017, an estimated $9K.
  • MUFG Americas first reported a position in Strategy Inc in Q2 2013 and held it in 5 quarters.
  • MUFG Americas's Strategy Inc position peaked at $113K in Q2 2013.
  • 187 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.