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Wilmington Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wilmington Trust’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
2014
Q2 		$939K Sell
152,662
-22,604
-13% -$128K 0.02% 397
2014
Q1 		$971K Buy
175,266
+11,074
+7% +$66.1K 0.02% 381
2013
Q4 		$1.1M Sell
164,192
-152,846
-48% -$980K 0.02% 351
2013
Q3 		$2.03M Buy
317,038
+5,031
+2% +$32K 0.04% 239
2013
Q2 		$1.94M Buy
+312,007
New +$2M 0.04% 232

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Wilmington Trust's MUFG Position: Q2 2014 in Review

Wilmington Trust reduced its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q2 2014, selling an estimated $128K and leaving 152,662 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #397.

Wilmington Trust first reported a position in MUFG in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.03M in Q3 2013. 190 funds tracked by Wall St. Rank hold MUFG as of Q2 2014.

  • Wilmington Trust held 152,662 shares of Mitsubishi UFJ Financial worth $939K as of Q2 2014.
  • Wilmington Trust sold 22,604 Mitsubishi UFJ Financial shares in Q2 2014, an estimated $128K.
  • Mitsubishi UFJ Financial made up 0.02% of Wilmington Trust's portfolio in Q2 2014, its #397 holding.
  • Wilmington Trust first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Mitsubishi UFJ Financial position peaked at $2.03M in Q3 2013.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.