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Wealthspire Advisors (Maryland)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-5,177
Closed -$26K – 1431
2019
Q1 		$26K Sell
5,177
-661
-11% -$3.44K ﹤0.01% 1171
2018
Q4 		$28K Sell
5,838
-1,468
-20% -$8.31K ﹤0.01% 1087
2018
Q3 		$45K Buy
7,306
+1,338
+22% +$8.07K ﹤0.01% 1010
2018
Q2 		$34K Buy
+5,968
New +$37.8K ﹤0.01% 1102
2018
Q1 		– Sell
-8,665
Closed -$63K – 2591
2017
Q4 		$63K Buy
8,665
+575
+7% +$3.92K 0.01% 913
2017
Q3 		$52K Buy
8,090
+589
+8% +$3.72K 0.01% 969
2017
Q2 		$51K Buy
7,501
+1,848
+33% +$11.8K 0.01% 946
2017
Q1 		$36K Buy
5,653
+4,339
+330% +$28.4K 0.01% 899
2016
Q4 		$8K Hold
1,314
– – ﹤0.01% 1294
2016
Q3 		$7K Buy
1,314
+13
+1% +$66 ﹤0.01% 1328
2016
Q2 		$6K Buy
1,301
+485
+59% +$2.29K ﹤0.01% 1303
2016
Q1 		$4K Sell
816
-717
-47% -$3.5K ﹤0.01% 1399
2015
Q4 		$10K Buy
+1,533
New +$9.9K ﹤0.01% 1195

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MUFG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2019, closing a stake of 5,177 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in MUFG in Q4 2015 and held it in 13 quarters. The position peaked at $63K in Q4 2017. 205 funds tracked by Wall St. Rank hold MUFG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mitsubishi UFJ Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,177 Mitsubishi UFJ Financial shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Mitsubishi UFJ Financial position peaked at $63K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.