Riverhead Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Riverhead Capital 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
2018 Q4	–	Sell	-110,600	Closed	-$685K	–	1535
2018 Q3	$685K	Hold	110,600	–	–	0.02%	615
2018 Q2	$625K	Hold	110,600	–	–	0.02%	602
2018 Q1	$734K	Hold	110,600	–	–	0.03%	510
2017 Q4	$804K	Hold	110,600	–	–	0.03%	493
2017 Q3	$712K	Hold	110,600	–	–	0.03%	490
2017 Q2	$746K	Hold	110,600	–	–	0.04%	464
2017 Q1	$701K	Hold	110,600	–	–	0.04%	445
2016 Q4	$681K	Hold	110,600	–	–	0.04%	423
2016 Q3	$559K	Buy	110,600 +102,581	+1,279%	+$518K	0.04%	438
2016 Q2	$64K	Sell	8,019 -545,031	-99%	-$2.58M	﹤0.01%	1277
2016 Q1	$2.54M	Sell	553,050 -184,350	-25%	-$899K	0.04%	467
2015 Q4	$4.59M	Hold	737,400	–	–	0.07%	352
2015 Q3	$4.49M	Hold	737,400	–	–	0.07%	319
2015 Q2	$5.32M	Hold	737,400	–	–	0.08%	304
2015 Q1	$4.59M	Hold	737,400	–	–	0.07%	323
2014 Q4	$4.08M	Hold	737,400	–	–	0.06%	337
2014 Q3	$4.14M	Hold	737,400	–	–	0.07%	320
2014 Q2	$4.54M	Hold	737,400	–	–	0.09%	287
2014 Q1	$4.08M	Buy	+737,400	New	+$4.4M	0.09%	275

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

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $995M AUM 22.79% 1-Year Est. Return

BIP

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

HCM

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

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

Riverhead Capital Management's MUFG Position: Q4 2018 in Review

Riverhead Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 110,600 shares — an estimated $685K sold.

Riverhead Capital Management first reported a position in MUFG in Q1 2014 and held it in 19 quarters. The position peaked at $5.32M in Q2 2015. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

Riverhead Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
Riverhead Capital Management sold 110,600 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $685K.
Riverhead Capital Management first reported a position in Mitsubishi UFJ Financial in Q1 2014 and held it in 19 quarters.
Riverhead Capital Management's Mitsubishi UFJ Financial position peaked at $5.32M in Q2 2015.
209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on Riverhead Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.