Bremer Trust National Association’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bremer Trust National Association’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
2018 Q4	$4K	Buy	+851	New	+$4.82K	﹤0.01%	713
2017 Q4	–	Sell	-11,375	Closed	-$73K	–	254
2017 Q3	$73K	Buy	11,375 +1,346	+13%	+$8.5K	0.02%	244
2017 Q2	$68K	Sell	10,029 -4,522	-31%	-$28.8K	0.02%	248
2017 Q1	$92K	Sell	14,551 -2,008	-12%	-$13.1K	0.02%	256
2016 Q4	$102K	Sell	16,559 -253	-2%	-$1.44K	0.03%	272
2016 Q3	$85K	Sell	16,812 -2,248	-12%	-$11.3K	0.02%	270
2016 Q2	$84K	Sell	19,060 -13,860	-42%	-$65.6K	0.02%	249
2016 Q1	$151K	Buy	32,920 +18,171	+123%	+$88.6K	0.04%	249
2015 Q4	$92K	Buy	+14,749	New	+$95.2K	0.03%	236
2014 Q1	–	Sell	-18,185	Closed	-$121K	–	209
2013 Q4	$121K	Sell	18,185 -4,912	-21%	-$31.5K	0.05%	200
2013 Q3	$148K	Buy	23,097 +9,832	+74%	+$62.5K	0.06%	182
2013 Q2	$82K	Buy	+13,265	New	+$85K	0.04%	185

Other funds holding MUFG

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

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

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

PPA

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

NMC

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

BIP

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

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

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

Bremer Trust National Association's MUFG Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in Mitsubishi UFJ Financial (MUFG) in Q4 2018: 851 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Bremer Trust National Association previously reported a position in MUFG as recently as Q3 2017.

Bremer Trust National Association first reported a position in MUFG in Q2 2013 and has held it in 12 quarters since. The position peaked at $151K in Q1 2016. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

Bremer Trust National Association held 851 shares of Mitsubishi UFJ Financial worth $4K as of Q4 2018.
Mitsubishi UFJ Financial was a new Bremer Trust National Association position in Q4 2018.
Mitsubishi UFJ Financial made up ﹤0.01% of Bremer Trust National Association's portfolio in Q4 2018, its #713 holding.
Bremer Trust National Association first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 12 quarters since.
Bremer Trust National Association's Mitsubishi UFJ Financial position peaked at $151K in Q1 2016.
209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.