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Next Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Next Capital Management’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
2019
Q3 		– Sell
-1,295
Closed -$6K – 601
2019
Q2 		$6K Buy
+1,295
New +$6.22K ﹤0.01% 593

Other funds holding MUFG

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Next Capital Management's MUFG Position: Q3 2019 in Review

Next Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 1,295 shares — an estimated $6K sold.

Next Capital Management first reported a position in MUFG in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

  • Next Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 1,295 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $6K.
  • Next Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Mitsubishi UFJ Financial position peaked at $6K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.