Squar Milner Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-8,087	Closed	-$29K	–	517
2020 Q1	$29K	Hold	8,087	–	–	0.02%	417
2019 Q4	$43K	Buy	+8,087	New	+$42.7K	0.02%	423
2019 Q3	–	Sell	-5,616	Closed	-$27K	–	530
2019 Q2	$27K	Hold	5,616	–	–	0.02%	421
2019 Q1	$27K	Hold	5,616	–	–	0.02%	396
2018 Q4	$27K	Buy	5,616 +424	+8%	+$2.4K	0.03%	359
2018 Q3	$32K	Buy	5,192 +1,020	+24%	+$6.15K	0.03%	357
2018 Q2	$24K	Buy	+4,172	New	+$26.4K	0.02%	452

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Squar Milner Financial Services's MUFG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2020, closing a stake of 8,087 shares — an estimated $29K sold.

Squar Milner Financial Services first reported a position in MUFG in Q2 2018 and held it in 7 quarters. The position peaked at $43K in Q4 2019. 185 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

Squar Milner Financial Services reported no remaining Mitsubishi UFJ Financial position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,087 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $29K.
Squar Milner Financial Services first reported a position in Mitsubishi UFJ Financial in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Mitsubishi UFJ Financial position peaked at $43K in Q4 2019.
185 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.