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Tiedemann Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-16,638
Closed -$84K – 299
2017
Q3 		$84K Buy
16,638
+178
+1% +$1.12K 0.01% 335
2017
Q2 		$111K Sell
16,460
-644
-4% -$4.1K 0.01% 438
2017
Q1 		$108K Buy
17,104
+644
+4% +$4.21K 0.01% 382
2016
Q4 		$101K Buy
+16,460
New +$93.5K 0.01% 311

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Tiedemann Advisors's MUFG Position: Q4 2017 in Review

Tiedemann Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2017, closing a stake of 16,638 shares — an estimated $84K sold.

Tiedemann Advisors first reported a position in MUFG in Q4 2016 and held it in 4 quarters. The position peaked at $111K in Q2 2017. 215 funds tracked by Wall St. Rank hold MUFG as of Q4 2017.

  • Tiedemann Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 16,638 Mitsubishi UFJ Financial shares in Q4 2017, an estimated $84K.
  • Tiedemann Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Mitsubishi UFJ Financial position peaked at $111K in Q2 2017.
  • 215 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.