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Toscafund Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Toscafund 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
2014
Q3 		– Sell
-3,300,000
Closed -$20.3M – 15
2014
Q2 		$20.3M Hold
3,300,000
– – 6.65% 8
2014
Q1 		$18.3M Buy
3,300,000
+1,000,000
+43% +$5.97M 4.1% 10
2013
Q4 		$15.4M Buy
+2,300,000
New +$14.7M 3.95% 13

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Toscafund Asset Management's MUFG Position: Q3 2014 in Review

Toscafund Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2014, closing a stake of 3,300,000 shares — an estimated $20.3M sold.

Toscafund Asset Management first reported a position in MUFG in Q4 2013 and held it in 3 quarters. The position peaked at $20.3M in Q2 2014. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

  • Toscafund Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2014 after selling out during the quarter.
  • Toscafund Asset Management sold 3,300,000 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $20.3M.
  • Toscafund Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 3 quarters.
  • Toscafund Asset Management's Mitsubishi UFJ Financial position peaked at $20.3M in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on Toscafund Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.