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TD Ameritrade Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-209
Closed -$2K – 312
2023
Q2 		$2K Sell
209
-143
-41% -$952 ﹤0.01% 465
2023
Q1 		$2K Hold
352
– – ﹤0.01% 496
2022
Q4 		$2K Buy
+352
New +$1.82K ﹤0.01% 506

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Ameritrade Investment Management's MUFG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 209 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in MUFG in Q4 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 209 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 3 quarters.
  • TD Ameritrade Investment Management's Mitsubishi UFJ Financial position peaked at $2K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.