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Wright Investors Service’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wright Investors Service’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
2017
Q2 		– Sell
-39,990
Closed -$254K – 243
2017
Q1 		$254K Buy
39,990
+16,930
+73% +$111K 0.1% 206
2016
Q4 		$142K Buy
+23,060
New +$131K 0.06% 222
2016
Q1 		– Sell
-413,352
Closed -$2.57M – 239
2015
Q4 		$2.57M Sell
413,352
-1,970
-0.5% -$12.7K 0.95% 20
2015
Q3 		$2.53M Sell
415,322
-8,815
-2% -$59.7K 1.14% 17
2015
Q2 		$3.06M Buy
424,137
+11,844
+3% +$84.4K 1.46% 14
2015
Q1 		$2.56M Buy
412,293
+235,602
+133% +$1.4M 1.23% 18
2014
Q4 		$977K Sell
176,691
-137,080
-44% -$764K 0.48% 62
2014
Q3 		$1.76M Buy
313,771
+123,905
+65% +$723K 0.87% 33
2014
Q2 		$1.17M Sell
189,866
-4,255
-2% -$24.1K 0.53% 55
2014
Q1 		$1.07M Sell
194,121
-173,070
-47% -$1.03M 0.48% 62
2013
Q4 		$2.45M Sell
367,191
-3,375
-0.9% -$21.6K 1.08% 22
2013
Q3 		$2.38M Sell
370,566
-81,880
-18% -$521K 1.08% 22
2013
Q2 		$2.81M Buy
+452,446
New +$2.9M 1.33% 15

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Wright Investors Service's MUFG Position: Q2 2017 in Review

Wright Investors Service sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2017, closing a stake of 39,990 shares — an estimated $254K sold.

Wright Investors Service first reported a position in MUFG in Q2 2013 and held it in 13 quarters. The position peaked at $3.06M in Q2 2015. 196 funds tracked by Wall St. Rank hold MUFG as of Q2 2017.

  • Wright Investors Service reported no remaining Mitsubishi UFJ Financial position as of Q2 2017 after selling out during the quarter.
  • Wright Investors Service sold 39,990 Mitsubishi UFJ Financial shares in Q2 2017, an estimated $254K.
  • Wright Investors Service first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 13 quarters.
  • Wright Investors Service's Mitsubishi UFJ Financial position peaked at $3.06M in Q2 2015.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2017.

Based on Wright Investors Service's 13F filing for Q2 2017, filed 21 Jul 2017.