Ferguson Wellman Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ferguson Wellman Capital Management’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
2016 Q2	–	Sell	-797,202	Closed	-$3.66M	–	332
2016 Q1	$3.66M	Buy	797,202 +6,075	+0.8%	+$29.6K	0.16%	123
2015 Q4	$4.92M	Buy	791,127 +34,537	+5%	+$223K	0.2%	118
2015 Q3	$4.61M	Buy	756,590 +30,640	+4%	+$207K	0.2%	122
2015 Q2	$5.24M	Buy	725,950 +53,245	+8%	+$379K	0.22%	121
2015 Q1	$4.18M	Buy	672,705 +137,165	+26%	+$814K	0.17%	133
2014 Q4	$2.96M	Buy	+535,540	New	+$2.98M	0.12%	147

Other funds holding MUFG

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

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

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

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

PPA

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

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

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

Ferguson Wellman Capital Management's MUFG Position: Q2 2016 in Review

Ferguson Wellman Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2016, closing a stake of 797,202 shares — an estimated $3.66M sold.

Ferguson Wellman Capital Management first reported a position in MUFG in Q4 2014 and held it in 6 quarters. The position peaked at $5.24M in Q2 2015. 187 funds tracked by Wall St. Rank hold MUFG as of Q2 2016.

Ferguson Wellman Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2016 after selling out during the quarter.
Ferguson Wellman Capital Management sold 797,202 Mitsubishi UFJ Financial shares in Q2 2016, an estimated $3.66M.
Ferguson Wellman Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2014 and held it in 6 quarters.
Ferguson Wellman Capital Management's Mitsubishi UFJ Financial position peaked at $5.24M in Q2 2015.
187 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2016.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2016, filed 15 Jul 2016.