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V Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

V Wealth 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
Q3 		– Sell
-290
Closed -$2K – 522
2017
Q2 		$2K Buy
+290
New +$1.85K ﹤0.01% 753

Other funds holding MUFG

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

V Wealth Advisors's MUFG Position: Q3 2017 in Review

V Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2017, closing a stake of 290 shares — an estimated $2K sold.

V Wealth Advisors first reported a position in MUFG in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 192 funds tracked by Wall St. Rank hold MUFG as of Q3 2017.

  • V Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 290 Mitsubishi UFJ Financial shares in Q3 2017, an estimated $2K.
  • V Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Mitsubishi UFJ Financial position peaked at $2K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.