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 Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Whitnell & Co's MUFG Position: Q3 2018 in Review

Whitnell & Co sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2018, closing a stake of 910 shares — an estimated $5K sold.

Whitnell & Co first reported a position in MUFG in Q3 2015 and held it in 9 quarters. The position peaked at $14K in Q4 2016. 208 funds tracked by Wall St. Rank hold MUFG as of Q3 2018.

Whitnell & Co reported no remaining Mitsubishi UFJ Financial position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 910 Mitsubishi UFJ Financial shares in Q3 2018, an estimated $5K.
Whitnell & Co first reported a position in Mitsubishi UFJ Financial in Q3 2015 and held it in 9 quarters.
Whitnell & Co's Mitsubishi UFJ Financial position peaked at $14K in Q4 2016.
208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.