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Santori & Peters Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Santori & Peters Inc’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
-887
Closed -$6K – 363
2017
Q4 		$6K Buy
+887
New +$6.05K 0.01% 393

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Dimensional Fund Advisors
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Santori & Peters Inc's MUFG Position: Q1 2018 in Review

Santori & Peters Inc sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2018, closing a stake of 887 shares — an estimated $6K sold.

Santori & Peters Inc first reported a position in MUFG in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2018.

  • Santori & Peters Inc reported no remaining Mitsubishi UFJ Financial position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 887 Mitsubishi UFJ Financial shares in Q1 2018, an estimated $6K.
  • Santori & Peters Inc first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Mitsubishi UFJ Financial position peaked at $6K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.