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Signature Financial Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Signature Financial 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
2017
Q4 		– Sell
-13,881
Closed -$43K – 141
2017
Q3 		$43K Buy
+13,881
New +$87.7K 0.01% 166

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Signature Financial Management's MUFG Position: Q4 2017 in Review

Signature Financial Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2017, closing a stake of 13,881 shares — an estimated $43K sold.

Signature Financial Management first reported a position in MUFG in Q3 2017 and held it in 1 quarter. The position peaked at $43K in Q3 2017. 215 funds tracked by Wall St. Rank hold MUFG as of Q4 2017.

  • Signature Financial Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2017 after selling out during the quarter.
  • Signature Financial Management sold 13,881 Mitsubishi UFJ Financial shares in Q4 2017, an estimated $43K.
  • Signature Financial Management first reported a position in Mitsubishi UFJ Financial in Q3 2017 and held it in 1 quarter.
  • Signature Financial Management's Mitsubishi UFJ Financial position peaked at $43K in Q3 2017.
  • 215 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2017.

Based on Signature Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.