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Veritable’s Mitsubishi UFJ Financial MUFG Stock Holding History

Veritable’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
2015
Q2 		– Sell
-21,876
Closed -$136K – 832
2015
Q1 		$136K Buy
21,876
+581
+3% +$3.45K ﹤0.01% 905
2014
Q4 		$118K Sell
21,295
-2,162
-9% -$12K ﹤0.01% 919
2014
Q3 		$132K Sell
23,457
-1,197
-5% -$6.99K ﹤0.01% 931
2014
Q2 		$152K Buy
24,654
+4,873
+25% +$27.6K ﹤0.01% 918
2014
Q1 		$110K Buy
19,781
+25
+0.1% +$149 ﹤0.01% 891
2013
Q4 		$132K Hold
19,756
– – ﹤0.01% 888
2013
Q3 		$127K Sell
19,756
-9,033
-31% -$57.5K ﹤0.01% 889
2013
Q2 		$179K Buy
+28,789
New +$184K ﹤0.01% 877

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Veritable's MUFG Position: Q2 2015 in Review

Veritable sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2015, closing a stake of 21,876 shares — an estimated $136K sold.

Veritable first reported a position in MUFG in Q2 2013 and held it in 8 quarters. The position peaked at $179K in Q2 2013. 222 funds tracked by Wall St. Rank hold MUFG as of Q2 2015.

  • Veritable reported no remaining Mitsubishi UFJ Financial position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 21,876 Mitsubishi UFJ Financial shares in Q2 2015, an estimated $136K.
  • Veritable first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 8 quarters.
  • Veritable's Mitsubishi UFJ Financial position peaked at $179K in Q2 2013.
  • 222 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.