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Ronald Blue & Co’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ronald Blue & Co’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
Q2 		$122K Buy
18,127
+2,948
+19% +$18.8K ﹤0.01% 234
2017
Q1 		$96K Buy
15,179
+790
+5% +$5.17K ﹤0.01% 235
2016
Q4 		$89K Buy
14,389
+650
+5% +$3.69K ﹤0.01% 222
2016
Q3 		$69K Sell
13,739
-278
-2% -$1.4K ﹤0.01% 211
2016
Q2 		$62K Buy
+14,017
New +$66.3K ﹤0.01% 221
2015
Q4 		– Sell
-39,986
Closed -$244K – 263
2015
Q3 		$244K Sell
39,986
-28,495
-42% -$193K 0.01% 246
2015
Q2 		$494K Sell
68,481
-7,877
-10% -$56.1K 0.02% 169
2015
Q1 		$475K Sell
76,358
-1,496
-2% -$8.88K 0.02% 175
2014
Q4 		$431K Buy
77,854
+8,883
+13% +$49.5K 0.02% 185
2014
Q3 		$387K Sell
68,971
-1,141
-2% -$6.66K 0.03% 192
2014
Q2 		$431K Buy
70,112
+7,852
+13% +$44.4K 0.03% 183
2014
Q1 		$345K Buy
62,260
+6,469
+12% +$38.6K 0.03% 192
2013
Q4 		$373K Buy
55,791
+3,666
+7% +$23.5K 0.03% 182
2013
Q3 		$334K Buy
52,125
+2,780
+6% +$17.7K 0.03% 177
2013
Q2 		$306K Buy
+49,345
New +$316K 0.03% 96

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Ronald Blue & Co's MUFG Position: Q2 2017 in Review

Ronald Blue & Co increased its Mitsubishi UFJ Financial (MUFG) stake by 19% in Q2 2017, buying an estimated $18.8K and bringing the position to 18,127 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Ronald Blue & Co first reported a position in MUFG in Q2 2013 and has held it in 15 quarters since. The position peaked at $494K in Q2 2015. 196 funds tracked by Wall St. Rank hold MUFG as of Q2 2017.

  • Ronald Blue & Co held 18,127 shares of Mitsubishi UFJ Financial worth $122K as of Q2 2017.
  • Ronald Blue & Co bought 2,948 Mitsubishi UFJ Financial shares in Q2 2017, an estimated $18.8K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #234 holding.
  • Ronald Blue & Co first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 15 quarters since.
  • Ronald Blue & Co's Mitsubishi UFJ Financial position peaked at $494K in Q2 2015.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.