Wealthcare Advisory Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-435	Closed	-$2K	–	1356
2021 Q1	$2K	Buy	+435	New	+$2.24K	﹤0.01%	1892
2020 Q2	–	Sell	-222	Closed	-$1K	–	979
2020 Q1	$1K	Buy	+222	New	+$1.06K	﹤0.01%	1414

Other funds holding MUFG

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's MUFG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2021, closing a stake of 435 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in MUFG in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 218 funds tracked by Wall St. Rank hold MUFG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 435 Mitsubishi UFJ Financial shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Mitsubishi UFJ Financial in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's Mitsubishi UFJ Financial position peaked at $2K in Q1 2021.
218 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.