Sharkey, Howes & Javer’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-600	Closed	-$3K	–	128
2019 Q2	$3K	Hold	600	–	–	﹤0.01%	181
2019 Q1	$3K	Hold	600	–	–	﹤0.01%	185
2018 Q4	$3K	Hold	600	–	–	﹤0.01%	183
2018 Q3	$4K	Hold	600	–	–	﹤0.01%	194
2018 Q2	$3K	Hold	600	–	–	﹤0.01%	188
2018 Q1	$3K	Hold	600	–	–	﹤0.01%	178
2017 Q4	$4K	Hold	600	–	–	﹤0.01%	177
2017 Q3	$4K	Hold	600	–	–	﹤0.01%	174
2017 Q2	$4K	Hold	600	–	–	﹤0.01%	174
2017 Q1	$4K	Hold	600	–	–	﹤0.01%	188
2016 Q4	$4K	Hold	600	–	–	﹤0.01%	186
2016 Q3	$3K	Hold	600	–	–	﹤0.01%	194
2016 Q2	$3K	Hold	600	–	–	﹤0.01%	200
2016 Q1	$3K	Hold	600	–	–	﹤0.01%	212
2015 Q4	$4K	Hold	600	–	–	﹤0.01%	205
2015 Q3	$4K	Hold	600	–	–	﹤0.01%	200
2015 Q2	$4K	Hold	600	–	–	﹤0.01%	175
2015 Q1	$4K	Buy	+600	New	+$3.56K	﹤0.01%	194

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Sharkey, Howes & Javer's MUFG Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 600 shares — an estimated $3K sold.

Sharkey, Howes & Javer first reported a position in MUFG in Q1 2015 and held it in 18 quarters. The position peaked at $4K in Q3 2018. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 600 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $3K.
Sharkey, Howes & Javer first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Mitsubishi UFJ Financial position peaked at $4K in Q3 2018.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.