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Atwood & Palmer’s Mitsubishi UFJ Financial MUFG Stock Holding History

Atwood & Palmer’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
2015
Q4 		– Sell
-310
Closed -$2K – 421
2015
Q3 		$2K Hold
310
– – ﹤0.01% 409
2015
Q2 		$2K Buy
+310
New +$2.21K ﹤0.01% 355

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Atwood & Palmer's MUFG Position: Q4 2015 in Review

Atwood & Palmer sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2015, closing a stake of 310 shares — an estimated $2K sold.

Atwood & Palmer first reported a position in MUFG in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 214 funds tracked by Wall St. Rank hold MUFG as of Q4 2015.

  • Atwood & Palmer reported no remaining Mitsubishi UFJ Financial position as of Q4 2015 after selling out during the quarter.
  • Atwood & Palmer sold 310 Mitsubishi UFJ Financial shares in Q4 2015, an estimated $2K.
  • Atwood & Palmer first reported a position in Mitsubishi UFJ Financial in Q2 2015 and held it in 2 quarters.
  • Atwood & Palmer's Mitsubishi UFJ Financial position peaked at $2K in Q3 2015.
  • 214 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2015.

Based on Atwood & Palmer's 13F filing for Q4 2015, filed 28 Jan 2016.