Burney Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Burney 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
2013 Q4	–	Sell	-10,330	Closed	-$66K	–	417
2013 Q3	$66K	Hold	10,330	–	–	0.01%	403
2013 Q2	$64K	Buy	+10,330	New	+$66.2K	0.01%	388

Other funds holding MUFG

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

MAA

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

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Burney Company's MUFG Position: Q4 2013 in Review

Burney Company sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2013, closing a stake of 10,330 shares — an estimated $66K sold.

Burney Company first reported a position in MUFG in Q2 2013 and held it in 2 quarters. The position peaked at $66K in Q3 2013. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2013.

Burney Company reported no remaining Mitsubishi UFJ Financial position as of Q4 2013 after selling out during the quarter.
Burney Company sold 10,330 Mitsubishi UFJ Financial shares in Q4 2013, an estimated $66K.
Burney Company first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 2 quarters.
Burney Company's Mitsubishi UFJ Financial position peaked at $66K in Q3 2013.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2013.

Based on Burney Company's 13F filing for Q4 2013, filed 3 Feb 2014.