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WFG Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

WFG Advisors’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
Q4 		– Sell
-196
Closed -$1K – 1664
2016
Q3 		$1K Buy
196
+3
+2% +$15 ﹤0.01% 1485
2016
Q2 		$1K Hold
193
– – ﹤0.01% 1472
2016
Q1 		$1K Hold
193
– – ﹤0.01% 1433
2015
Q4 		$1K Buy
193
+2
+1% +$13 ﹤0.01% 1476
2015
Q3 		$1K Buy
191
+2
+1% +$14 ﹤0.01% 1508
2015
Q2 		$1K Hold
189
– – ﹤0.01% 1580
2015
Q1 		$1K Hold
189
– – ﹤0.01% 1642
2014
Q4 		$1K Buy
189
+2
+1% +$11 ﹤0.01% 1971
2014
Q3 		$1K Buy
187
+2
+1% +$12 ﹤0.01% 1991
2014
Q2 		$1K Hold
185
– – ﹤0.01% 1914
2014
Q1 		$1K Sell
185
-8,260
-98% -$49.3K ﹤0.01% 1903
2013
Q4 		$56K Buy
8,445
+2
+0% +$13 0.01% 954
2013
Q3 		$54K Buy
8,443
+2
+0% +$13 0.01% 901
2013
Q2 		$52K Buy
+8,441
New +$54.1K 0.01% 871

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WFG Advisors's MUFG Position: Q4 2016 in Review

WFG Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2016, closing a stake of 196 shares — an estimated $1K sold.

WFG Advisors first reported a position in MUFG in Q2 2013 and held it in 14 quarters. The position peaked at $56K in Q4 2013. 196 funds tracked by Wall St. Rank hold MUFG as of Q4 2016.

  • WFG Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 196 Mitsubishi UFJ Financial shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Mitsubishi UFJ Financial position peaked at $56K in Q4 2013.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.