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Sumit Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sumit Capital’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
2014
Q1 		– Sell
-48,983
Closed -$327K – 170
2013
Q4 		$327K Buy
+48,983
New +$314K 0.58% 59

Other funds holding MUFG

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TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sumit Capital's MUFG Position: Q1 2014 in Review

Sumit Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2014, closing a stake of 48,983 shares — an estimated $327K sold.

Sumit Capital first reported a position in MUFG in Q4 2013 and held it in 1 quarter. The position peaked at $327K in Q4 2013. 189 funds tracked by Wall St. Rank hold MUFG as of Q1 2014.

  • Sumit Capital reported no remaining Mitsubishi UFJ Financial position as of Q1 2014 after selling out during the quarter.
  • Sumit Capital sold 48,983 Mitsubishi UFJ Financial shares in Q1 2014, an estimated $327K.
  • Sumit Capital first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 1 quarter.
  • Sumit Capital's Mitsubishi UFJ Financial position peaked at $327K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.