Rockefeller Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$4K	Hold	500	–	–	﹤0.01%	506
2017 Q3	$3K	Hold	500	–	–	﹤0.01%	518
2017 Q2	$3K	Hold	500	–	–	﹤0.01%	439
2017 Q1	$3K	Hold	500	–	–	﹤0.01%	458
2016 Q4	$3K	Hold	500	–	–	﹤0.01%	496
2016 Q3	$3K	Hold	500	–	–	﹤0.01%	450
2016 Q2	$2K	Hold	500	–	–	﹤0.01%	468
2016 Q1	$2K	Hold	500	–	–	﹤0.01%	602
2015 Q4	$3K	Hold	500	–	–	﹤0.01%	519
2015 Q3	$3K	Hold	500	–	–	﹤0.01%	498
2015 Q2	$4K	Hold	500	–	–	﹤0.01%	448
2015 Q1	$3K	Hold	500	–	–	﹤0.01%	505
2014 Q4	$3K	Hold	500	–	–	﹤0.01%	467
2014 Q3	$3K	Sell	500 -3,594	-88%	-$21K	﹤0.01%	471
2014 Q2	$25K	Buy	4,094 +3,594	+719%	+$20.3K	﹤0.01%	454
2014 Q1	$3K	Hold	500	–	–	﹤0.01%	496
2013 Q4	$3K	Hold	500	–	–	﹤0.01%	494
2013 Q3	$3K	Hold	500	–	–	﹤0.01%	490
2013 Q2	$3K	Buy	+500	New	+$3.2K	﹤0.01%	489

Other funds holding MUFG

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

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

Rockefeller Financial Services's MUFG Position: Q4 2017 in Review

Rockefeller Financial Services held its Mitsubishi UFJ Financial (MUFG) position steady in Q4 2017 at 500 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Rockefeller Financial Services first reported a position in MUFG in Q2 2013 and has held it in 19 quarters since. The position peaked at $25K in Q2 2014. 215 funds tracked by Wall St. Rank hold MUFG as of Q4 2017.

Rockefeller Financial Services held 500 shares of Mitsubishi UFJ Financial worth $4K as of Q4 2017.
Rockefeller Financial Services left its Mitsubishi UFJ Financial share count unchanged in Q4 2017.
Mitsubishi UFJ Financial made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #506 holding.
Rockefeller Financial Services first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Mitsubishi UFJ Financial position peaked at $25K in Q2 2014.
215 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.