Point View Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Point View Wealth 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
2020 Q3	–	Sell	-14,352	Closed	-$56K	–	262
2020 Q2	$56K	Hold	14,352	–	–	0.03%	250
2020 Q1	$53K	Hold	14,352	–	–	0.03%	242
2019 Q4	$78K	Hold	14,352	–	–	0.03%	270
2019 Q3	$73K	Hold	14,352	–	–	0.03%	263
2019 Q2	$68K	Hold	14,352	–	–	0.03%	265
2019 Q1	$71K	Hold	14,352	–	–	0.03%	262
2018 Q4	$70K	Hold	14,352	–	–	0.04%	246
2018 Q3	$89K	Hold	14,352	–	–	0.04%	260
2018 Q2	$81K	Hold	14,352	–	–	0.04%	253
2018 Q1	$95K	Hold	14,352	–	–	0.05%	250
2017 Q4	$104K	Sell	14,352 -9,771	-41%	-$66.6K	0.05%	246
2017 Q3	$156K	Sell	24,123 -1,156	-5%	-$7.3K	0.07%	242
2017 Q2	$171K	Sell	25,279 -1,557	-6%	-$9.92K	0.08%	234
2017 Q1	$170K	Sell	26,836 -8,823	-25%	-$57.7K	0.09%	229
2016 Q4	$220K	Sell	35,659 -3,223	-8%	-$18.3K	0.13%	199
2016 Q3	$196K	Sell	38,882 -3,069	-7%	-$15.5K	0.12%	211
2016 Q2	$186K	Hold	41,951	–	–	0.11%	213
2016 Q1	$193K	Hold	41,951	–	–	0.12%	203
2015 Q4	$261K	Hold	41,951	–	–	0.19%	160
2015 Q3	$255K	Hold	41,951	–	–	0.2%	152
2015 Q2	$303K	Hold	41,951	–	–	0.24%	139
2015 Q1	$261K	Hold	41,951	–	–	0.2%	150
2014 Q4	$232K	Sell	41,951 -938	-2%	-$5.23K	0.17%	156
2014 Q3	$241K	Hold	42,889	–	–	0.2%	153
2014 Q2	$264K	Hold	42,889	–	–	0.23%	145
2014 Q1	$238K	Sell	42,889 -8,580	-17%	-$51.2K	0.22%	146
2013 Q4	$344K	Buy	+51,469	New	+$330K	0.33%	107

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Point View Wealth Management's MUFG Position: Q3 2020 in Review

Point View Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2020, closing a stake of 14,352 shares — an estimated $56K sold.

Point View Wealth Management first reported a position in MUFG in Q4 2013 and held it in 27 quarters. The position peaked at $344K in Q4 2013. 176 funds tracked by Wall St. Rank hold MUFG as of Q3 2020.

Point View Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2020 after selling out during the quarter.
Point View Wealth Management sold 14,352 Mitsubishi UFJ Financial shares in Q3 2020, an estimated $56K.
Point View Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 27 quarters.
Point View Wealth Management's Mitsubishi UFJ Financial position peaked at $344K in Q4 2013.
176 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2020.

Based on Point View Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.