TrueWealth LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

TrueWealth LLC’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
2019 Q2	–	Sell	-296	Closed	-$1K	–	750
2019 Q1	$1K	Hold	296	–	–	﹤0.01%	700
2018 Q4	$1K	Hold	296	–	–	﹤0.01%	703
2018 Q3	$2K	Hold	296	–	–	﹤0.01%	732
2018 Q2	$2K	Hold	296	–	–	﹤0.01%	739
2018 Q1	$2K	Hold	296	–	–	﹤0.01%	707
2017 Q4	$2K	Buy	+296	New	+$2.02K	﹤0.01%	812

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

TrueWealth LLC's MUFG Position: Q2 2019 in Review

TrueWealth LLC sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2019, closing a stake of 296 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in MUFG in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 205 funds tracked by Wall St. Rank hold MUFG as of Q2 2019.

TrueWealth LLC reported no remaining Mitsubishi UFJ Financial position as of Q2 2019 after selling out during the quarter.
TrueWealth LLC sold 296 Mitsubishi UFJ Financial shares in Q2 2019, an estimated $1K.
TrueWealth LLC first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 6 quarters.
TrueWealth LLC's Mitsubishi UFJ Financial position peaked at $2K in Q3 2018.
205 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.