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One Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

One Wealth Advisors’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
2018
Q4 		– Sell
-3,853
Closed -$24K – 346
2018
Q3 		$24K Hold
3,853
– – 0.02% 303
2018
Q2 		$22K Sell
3,853
-277
-7% -$1.75K 0.02% 302
2018
Q1 		$27K Sell
4,130
-588
-12% -$4.28K 0.02% 284
2017
Q4 		$34K Buy
+4,718
New +$32.2K 0.03% 298

Other funds holding MUFG

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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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

One Wealth Advisors's MUFG Position: Q4 2018 in Review

One Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 3,853 shares — an estimated $24K sold.

One Wealth Advisors first reported a position in MUFG in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q4 2017. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • One Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 3,853 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $24K.
  • One Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Mitsubishi UFJ Financial position peaked at $34K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.