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Smith Group Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Smith Group Asset 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
2013
Q3 		– Sell
-41,923
Closed -$260K – 433
2013
Q2 		$260K Buy
+41,923
New +$269K 0.01% 215

Other funds holding MUFG

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Dimensional Fund Advisors
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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith Group Asset Management's MUFG Position: Q3 2013 in Review

Smith Group Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2013, closing a stake of 41,923 shares — an estimated $260K sold.

Smith Group Asset Management first reported a position in MUFG in Q2 2013 and held it in 1 quarter. The position peaked at $260K in Q2 2013. 200 funds tracked by Wall St. Rank hold MUFG as of Q3 2013.

  • Smith Group Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2013 after selling out during the quarter.
  • Smith Group Asset Management sold 41,923 Mitsubishi UFJ Financial shares in Q3 2013, an estimated $260K.
  • Smith Group Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 1 quarter.
  • Smith Group Asset Management's Mitsubishi UFJ Financial position peaked at $260K in Q2 2013.
  • 200 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2013.

Based on Smith Group Asset Management's 13F filing for Q3 2013, filed 29 Oct 2013.