Winfield Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Winfield Associates’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 Q1	–	Sell	-4,255	Closed	-$31K	–	446
2017 Q4	$31K	Hold	4,255	–	–	0.02%	238
2017 Q3	$27K	Sell	4,255 -80	-2%	-$505	0.01%	250
2017 Q2	$29K	Hold	4,335	–	–	0.02%	238
2017 Q1	$27K	Hold	4,335	–	–	0.02%	230
2016 Q4	$27K	Buy	4,335 +500	+13%	+$2.84K	0.02%	231
2016 Q3	$19K	Hold	3,835	–	–	0.01%	259
2016 Q2	$17K	Buy	3,835 +55	+1%	+$260	0.01%	265
2016 Q1	$17K	Buy	+3,780	New	+$18.4K	0.01%	253

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

Winfield Associates's MUFG Position: Q1 2018 in Review

Winfield Associates sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2018, closing a stake of 4,255 shares — an estimated $31K sold.

Winfield Associates first reported a position in MUFG in Q1 2016 and held it in 8 quarters. The position peaked at $31K in Q4 2017. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2018.

Winfield Associates reported no remaining Mitsubishi UFJ Financial position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 4,255 Mitsubishi UFJ Financial shares in Q1 2018, an estimated $31K.
Winfield Associates first reported a position in Mitsubishi UFJ Financial in Q1 2016 and held it in 8 quarters.
Winfield Associates's Mitsubishi UFJ Financial position peaked at $31K in Q4 2017.
208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.