Plante Moran Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Plante Moran Financial 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
2019 Q4	–	Sell	-1,819	Closed	-$9K	–	842
2019 Q3	$9K	Buy	1,819 +1,022	+128%	+$5.01K	﹤0.01%	611
2019 Q2	$4K	Sell	797 -155	-16%	-$744	﹤0.01%	675
2019 Q1	$5K	Hold	952	–	–	﹤0.01%	637
2018 Q4	$5K	Buy	952 +38	+4%	+$215	﹤0.01%	601
2018 Q3	$6K	Buy	914 +134	+17%	+$808	﹤0.01%	571
2018 Q2	$4K	Buy	+780	New	+$4.94K	﹤0.01%	657

Other funds holding MUFG

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIP

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Plante Moran Financial Advisors's MUFG Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2019, closing a stake of 1,819 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in MUFG in Q2 2018 and held it in 6 quarters. The position peaked at $9K in Q3 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

Plante Moran Financial Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,819 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $9K.
Plante Moran Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2018 and held it in 6 quarters.
Plante Moran Financial Advisors's Mitsubishi UFJ Financial position peaked at $9K in Q3 2019.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.