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Well Done LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Well Done LLC’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
Q1 		– Sell
-2,697
Closed -$13K – 461
2018
Q4 		$13K Buy
+2,697
New +$15.3K ﹤0.01% 426
2018
Q2 		– Sell
-1,606
Closed -$11K – 371
2018
Q1 		$11K Buy
+1,606
New +$11.7K ﹤0.01% 419
2017
Q4 		– Sell
-38,162
Closed -$246K – 138
2017
Q3 		$246K Buy
+38,162
New +$241K 0.08% 123
2016
Q1 		– Sell
-28,820
Closed -$179K – 92
2015
Q4 		$179K Buy
+28,820
New +$186K 0.06% 86

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
Bank of America
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Well Done LLC's MUFG Position: Q1 2019 in Review

Well Done LLC sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2019, closing a stake of 2,697 shares — an estimated $13K sold.

Well Done LLC first reported a position in MUFG in Q4 2015 and held it in 4 quarters. The position peaked at $246K in Q3 2017. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2019.

  • Well Done LLC reported no remaining Mitsubishi UFJ Financial position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 2,697 Mitsubishi UFJ Financial shares in Q1 2019, an estimated $13K.
  • Well Done LLC first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 4 quarters.
  • Well Done LLC's Mitsubishi UFJ Financial position peaked at $246K in Q3 2017.
  • 208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.