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Steinberg Global Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Steinberg Global 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
2016
Q1 		– Sell
-128,252
Closed -$798K – 222
2015
Q4 		$798K Buy
128,252
+3,367
+3% +$21.7K 0.16% 109
2015
Q3 		$760K Buy
124,885
+3,576
+3% +$24.2K 0.15% 108
2015
Q2 		$876K Buy
+121,309
New +$864K 0.17% 98

Other funds holding MUFG

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Steinberg Global Asset Management's MUFG Position: Q1 2016 in Review

Steinberg Global Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 128,252 shares — an estimated $798K sold.

Steinberg Global Asset Management first reported a position in MUFG in Q2 2015 and held it in 3 quarters. The position peaked at $876K in Q2 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

  • Steinberg Global Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
  • Steinberg Global Asset Management sold 128,252 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $798K.
  • Steinberg Global Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2015 and held it in 3 quarters.
  • Steinberg Global Asset Management's Mitsubishi UFJ Financial position peaked at $876K in Q2 2015.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on Steinberg Global Asset Management's 13F filing for Q1 2016, filed 16 May 2016.