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Regal Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Regal Investment 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
Q1 		– Sell
-29,331
Closed -$213K – 317
2017
Q4 		$213K Buy
29,331
+3,945
+16% +$26.9K 0.05% 270
2017
Q3 		$163K Buy
25,386
+14,039
+124% +$88.7K 0.04% 269
2017
Q2 		$77K Buy
+11,347
New +$72.3K 0.02% 256
2014
Q2 		– Sell
-347
Closed -$2K – 935
2014
Q1 		$2K Hold
347
– – ﹤0.01% 825
2013
Q4 		$2K Buy
347
+3
+0.9% +$19 ﹤0.01% 765
2013
Q3 		$2K Buy
344
+3
+0.9% +$19 ﹤0.01% 803
2013
Q2 		$2K Buy
+341
New +$2.18K ﹤0.01% 799

Other funds holding MUFG

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Northern Trust
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Bank of America
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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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return