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MUFG icon

Whitnell & Co’s Mitsubishi UFJ Financial MUFG Stock Holding History

Whitnell & Co’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
2018
Q3 		– Sell
-910
Closed -$5K – 305
2018
Q2 		$5K Hold
910
– – ﹤0.01% 262
2018
Q1 		$6K Hold
910
– – ﹤0.01% 282
2017
Q4 		$7K Buy
+910
New +$6.2K ﹤0.01% 240
2017
Q1 		– Sell
-2,341
Closed -$14K – 320
2016
Q4 		$14K Hold
2,341
– – 0.01% 229
2016
Q3 		$12K Hold
2,341
– – ﹤0.01% 231
2016
Q2 		$10K Buy
2,341
+1,413
+152% +$6.68K ﹤0.01% 245
2016
Q1 		$4K Sell
928
-761
-45% -$3.71K ﹤0.01% 316
2015
Q4 		$11K Hold
1,689
– – ﹤0.01% 234
2015
Q3 		$10K Buy
+1,689
New +$11.4K ﹤0.01% 229

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return