Banced Corp’s Mitsubishi UFJ Financial MUFG Stock Holding History

Banced Corp’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 Q1	–	Sell	-14,909	Closed	-$82K	–	169
2014 Q4	$82K	Sell	14,909 -5,172	-26%	-$28.8K	0.09%	179
2014 Q3	$113K	Sell	20,081 -382	-2%	-$2.23K	0.13%	175
2014 Q2	$126K	Sell	20,463 -254	-1%	-$1.44K	0.15%	178
2014 Q1	$115K	Buy	+20,717	New	+$124K	0.12%	193
2013 Q3	–	Sell	-16,970	Closed	-$105K	–	186
2013 Q2	$105K	Buy	+16,970	New	+$109K	0.11%	157

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

PPA

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

Banced Corp's MUFG Position: Q1 2015 in Review

Banced Corp sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2015, closing a stake of 14,909 shares — an estimated $82K sold.

Banced Corp first reported a position in MUFG in Q2 2013 and held it in 5 quarters. The position peaked at $126K in Q2 2014. 203 funds tracked by Wall St. Rank hold MUFG as of Q1 2015.

Banced Corp reported no remaining Mitsubishi UFJ Financial position as of Q1 2015 after selling out during the quarter.
Banced Corp sold 14,909 Mitsubishi UFJ Financial shares in Q1 2015, an estimated $82K.
Banced Corp first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 5 quarters.
Banced Corp's Mitsubishi UFJ Financial position peaked at $126K in Q2 2014.
203 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2015.

Based on Banced Corp's 13F filing for Q1 2015, filed 16 Apr 2015.