NWQ Investment Management Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

NWQ Investment Management Company’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
2017 Q3	–	Sell	-11,041	Closed	-$75K	–	199
2017 Q2	$75K	Hold	11,041	–	–	﹤0.01%	191
2017 Q1	$70K	Hold	11,041	–	–	﹤0.01%	188
2016 Q4	$68K	Hold	11,041	–	–	﹤0.01%	205
2016 Q3	$56K	Hold	11,041	–	–	﹤0.01%	190
2016 Q2	$49K	Hold	11,041	–	–	﹤0.01%	151
2016 Q1	$50.7K	Buy	11,041 +750	+7%	+$3.66K	﹤0.01%	145
2015 Q4	$64K	Hold	10,291	–	–	﹤0.01%	150
2015 Q3	$62K	Sell	10,291 -25	-0.2%	-$169	﹤0.01%	156
2015 Q2	$74K	Hold	10,316	–	–	﹤0.01%	148
2015 Q1	$64K	Buy	+10,316	New	+$61.2K	﹤0.01%	155

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

NWQ Investment Management Company's MUFG Position: Q3 2017 in Review

NWQ Investment Management Company sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2017, closing a stake of 11,041 shares — an estimated $75K sold.

NWQ Investment Management Company first reported a position in MUFG in Q1 2015 and held it in 10 quarters. The position peaked at $75K in Q2 2017. 192 funds tracked by Wall St. Rank hold MUFG as of Q3 2017.

NWQ Investment Management Company reported no remaining Mitsubishi UFJ Financial position as of Q3 2017 after selling out during the quarter.
NWQ Investment Management Company sold 11,041 Mitsubishi UFJ Financial shares in Q3 2017, an estimated $75K.
NWQ Investment Management Company first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 10 quarters.
NWQ Investment Management Company's Mitsubishi UFJ Financial position peaked at $75K in Q2 2017.
192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2017.

Based on NWQ Investment Management Company's 13F filing for Q3 2017, filed 14 Nov 2017.