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UBS’s Mitsubishi UFJ Financial MUFG Stock Holding History

UBS’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 		$822K Buy
146,589
+70,997
+94% +$415K ﹤0.01% 3791
2014
Q2 		$465K Sell
75,592
-5,504
-7% -$31.1K ﹤0.01% 4294
2014
Q1 		$449K Sell
81,096
-61,916
-43% -$370K ﹤0.01% 4351
2013
Q4 		$955K Buy
143,012
+31,214
+28% +$200K ﹤0.01% 3598
2013
Q3 		$717K Buy
111,798
+65,388
+141% +$416K ﹤0.01% 3725
2013
Q2 		$288K Buy
+46,410
New +$297K ﹤0.01% 4695

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

UBS's MUFG Position: Q3 2014 in Review

UBS increased its Mitsubishi UFJ Financial (MUFG) stake by 94% in Q3 2014, buying an estimated $415K and bringing the position to 146,589 shares worth $822K. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

UBS first reported a position in MUFG in Q2 2013 and has held it in 6 quarters since. The position peaked at $955K in Q4 2013. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

  • UBS held 146,589 shares of Mitsubishi UFJ Financial worth $822K as of Q3 2014.
  • UBS bought 70,997 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $415K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3791 holding.
  • UBS first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Mitsubishi UFJ Financial position peaked at $955K in Q4 2013.
  • 191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.