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

Whitney & 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
Q4 		– Sell
-558
Closed -$3K – 321
2018
Q3 		$3K Buy
+558
New +$3.37K ﹤0.01% 434

Other funds holding MUFG

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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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 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
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitney & Co's MUFG Position: Q4 2018 in Review

Whitney & Co sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 558 shares — an estimated $3K sold.

Whitney & Co first reported a position in MUFG in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • Whitney & Co reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 558 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $3K.
  • Whitney & Co first reported a position in Mitsubishi UFJ Financial in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Mitsubishi UFJ Financial position peaked at $3K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.