Yorktown Management & Research Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-42,200	Closed	-$285K	–	404
2017 Q2	$285K	Hold	42,200	–	–	0.09%	174
2017 Q1	$268K	Hold	42,200	–	–	0.07%	220
2016 Q4	$260K	Buy	42,200 +20,200	+92%	+$115K	0.07%	223
2016 Q3	$111K	Hold	22,000	–	–	0.02%	287
2016 Q2	$97K	Hold	22,000	–	–	0.02%	298
2016 Q1	$101K	Hold	22,000	–	–	0.02%	356
2015 Q4	$137K	Hold	22,000	–	–	0.02%	376
2015 Q3	$134K	Hold	22,000	–	–	0.02%	439
2015 Q2	$159K	Hold	22,000	–	–	0.03%	460
2015 Q1	$137K	Hold	22,000	–	–	0.02%	464
2014 Q4	$122K	Hold	22,000	–	–	0.03%	427
2014 Q3	$123K	Hold	22,000	–	–	0.02%	449
2014 Q2	$135K	Hold	22,000	–	–	0.03%	469
2014 Q1	$122K	Hold	22,000	–	–	0.02%	452
2013 Q4	$147K	Hold	22,000	–	–	0.03%	406
2013 Q3	$141K	Hold	22,000	–	–	0.03%	357
2013 Q2	$137K	Buy	+22,000	New	+$141K	0.03%	320

Other funds holding MUFG

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BIP

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Yorktown Management & Research Company's MUFG Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2017, closing a stake of 42,200 shares — an estimated $285K sold.

Yorktown Management & Research Company first reported a position in MUFG in Q2 2013 and held it in 17 quarters. The position peaked at $285K in Q2 2017. 192 funds tracked by Wall St. Rank hold MUFG as of Q3 2017.

Yorktown Management & Research Company reported no remaining Mitsubishi UFJ Financial position as of Q3 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 42,200 Mitsubishi UFJ Financial shares in Q3 2017, an estimated $285K.
Yorktown Management & Research Company first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 17 quarters.
Yorktown Management & Research Company's Mitsubishi UFJ Financial position peaked at $285K in Q2 2017.
192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.