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TCI Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

TCI Wealth Advisors’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
2018
Q4 		– Sell
-85
Closed -$1K – 1571
2018
Q3 		$1K Buy
+85
New +$513 ﹤0.01% 1275

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Dimensional Fund Advisors
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LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's MUFG Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 85 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in MUFG in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • TCI Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 85 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2018 and held it in 1 quarter.
  • TCI Wealth Advisors's Mitsubishi UFJ Financial position peaked at $1K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.