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Schafer Cullen Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Schafer Cullen 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
2014
Q1 		– Sell
-10,430
Closed -$70K – 331
2013
Q4 		$70K Sell
10,430
-12,880
-55% -$82.6K ﹤0.01% 336
2013
Q3 		$149K Sell
23,310
-90,275
-79% -$574K ﹤0.01% 311
2013
Q2 		$705K Buy
+113,585
New +$728K 0.01% 235

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schafer Cullen Capital Management's MUFG Position: Q1 2014 in Review

Schafer Cullen Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2014, closing a stake of 10,430 shares — an estimated $70K sold.

Schafer Cullen Capital Management first reported a position in MUFG in Q2 2013 and held it in 3 quarters. The position peaked at $705K in Q2 2013. 189 funds tracked by Wall St. Rank hold MUFG as of Q1 2014.

  • Schafer Cullen Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2014 after selling out during the quarter.
  • Schafer Cullen Capital Management sold 10,430 Mitsubishi UFJ Financial shares in Q1 2014, an estimated $70K.
  • Schafer Cullen Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 3 quarters.
  • Schafer Cullen Capital Management's Mitsubishi UFJ Financial position peaked at $705K in Q2 2013.
  • 189 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2014.

Based on Schafer Cullen Capital Management's 13F filing for Q1 2014, filed 14 May 2014.