RPg Family Wealth Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-3,598	Closed	-$22.2K	–	312
2016 Q4	$22.2K	Sell	3,598 -343	-9%	-$1.95K	0.02%	178
2016 Q3	$19.9K	Buy	3,941 +298	+8%	+$1.5K	0.01%	176
2016 Q2	$16.1K	Hold	3,643	–	–	0.01%	205
2016 Q1	$16.7K	Buy	3,643 +700	+24%	+$3.41K	0.01%	202
2015 Q4	$18.3K	Buy	+2,943	New	+$19K	0.02%	152

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

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 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 New York $871B AUM 31.28% 1-Year Est. Return

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

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

RPg Family Wealth Advisory's MUFG Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2017, closing a stake of 3,598 shares — an estimated $22.2K sold.

RPg Family Wealth Advisory first reported a position in MUFG in Q4 2015 and held it in 5 quarters. The position peaked at $22.2K in Q4 2016. 201 funds tracked by Wall St. Rank hold MUFG as of Q1 2017.

RPg Family Wealth Advisory reported no remaining Mitsubishi UFJ Financial position as of Q1 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 3,598 Mitsubishi UFJ Financial shares in Q1 2017, an estimated $22.2K.
RPg Family Wealth Advisory first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 5 quarters.
RPg Family Wealth Advisory's Mitsubishi UFJ Financial position peaked at $22.2K in Q4 2016.
201 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.