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New England Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

New England Securities’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
2014
Q4 		$11K Hold
2,002
– – ﹤0.01% 1055
2014
Q3 		$11K Hold
2,002
– – ﹤0.01% 1068
2014
Q2 		$12K Sell
2,002
-252
-11% -$1.43K ﹤0.01% 1055
2014
Q1 		$12K Hold
2,254
– – ﹤0.01% 1021
2013
Q4 		$15K Hold
2,254
– – 0.01% 917
2013
Q3 		$14K Buy
2,254
+2,002
+794% +$12.7K 0.01% 884
2013
Q2 		$2K Buy
+252
New +$1.61K ﹤0.01% 1274

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

New England Securities's MUFG Position: Q4 2014 in Review

New England Securities held its Mitsubishi UFJ Financial (MUFG) position steady in Q4 2014 at 2,002 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

New England Securities first reported a position in MUFG in Q2 2013 and has held it in 7 quarters since. The position peaked at $15K in Q4 2013. 194 funds tracked by Wall St. Rank hold MUFG as of Q4 2014.

  • New England Securities held 2,002 shares of Mitsubishi UFJ Financial worth $11K as of Q4 2014.
  • New England Securities left its Mitsubishi UFJ Financial share count unchanged in Q4 2014.
  • Mitsubishi UFJ Financial made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1055 holding.
  • New England Securities first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Mitsubishi UFJ Financial position peaked at $15K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.