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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BIP

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

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

HCM

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

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regal Investment Advisors's MUFG Position: Q1 2018 in Review

Regal Investment Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2018, closing a stake of 29,331 shares — an estimated $213K sold.

Regal Investment Advisors first reported a position in MUFG in Q2 2013 and held it in 7 quarters. The position peaked at $213K in Q4 2017. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2018.

Regal Investment Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2018 after selling out during the quarter.
Regal Investment Advisors sold 29,331 Mitsubishi UFJ Financial shares in Q1 2018, an estimated $213K.
Regal Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 7 quarters.
Regal Investment Advisors's Mitsubishi UFJ Financial position peaked at $213K in Q4 2017.
208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2018.

Based on Regal Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.