Winslow Evans & Crocker’s Mitsubishi UFJ Financial MUFG Stock Holding History

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-242	Closed	-$2K	–	1272
2019 Q1	$2K	Buy	+242	New	+$1.26K	﹤0.01%	1205
2014 Q4	–	Sell	-1,000	Closed	-$5.61K	–	1369
2014 Q3	$5.61K	Buy	+1,000	New	+$5.84K	﹤0.01%	1048
2014 Q2	–	Sell	-6,500	Closed	-$36K	–	1323
2014 Q1	$36K	Buy	6,500 +6,108	+1,558%	+$36.5K	0.01%	547
2013 Q4	$3K	Buy	+392	New	+$2.51K	﹤0.01%	1231

Other funds holding MUFG

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return