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Wealth Architects’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wealth Architects’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
2016
Q2 		– Sell
-13,927
Closed -$64K – 114
2016
Q1 		$64K Buy
+13,927
New +$67.9K 0.03% 111

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Architects's MUFG Position: Q2 2016 in Review

Wealth Architects sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2016, closing a stake of 13,927 shares — an estimated $64K sold.

Wealth Architects first reported a position in MUFG in Q1 2016 and held it in 1 quarter. The position peaked at $64K in Q1 2016. 187 funds tracked by Wall St. Rank hold MUFG as of Q2 2016.

  • Wealth Architects reported no remaining Mitsubishi UFJ Financial position as of Q2 2016 after selling out during the quarter.
  • Wealth Architects sold 13,927 Mitsubishi UFJ Financial shares in Q2 2016, an estimated $64K.
  • Wealth Architects first reported a position in Mitsubishi UFJ Financial in Q1 2016 and held it in 1 quarter.
  • Wealth Architects's Mitsubishi UFJ Financial position peaked at $64K in Q1 2016.
  • 187 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2016.

Based on Wealth Architects's 13F filing for Q2 2016, filed 8 Aug 2016.