FineMark National Bank & Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-587	Closed	-$4K	–	764
2016 Q4	$4K	Hold	587	–	–	﹤0.01%	1089
2016 Q3	$3K	Buy	587 +440	+299%	+$2.22K	﹤0.01%	1122
2016 Q2	$1K	Hold	147	–	–	﹤0.01%	1309
2016 Q1	$1K	Sell	147 -366	-71%	-$1.78K	﹤0.01%	1235
2015 Q4	$3K	Sell	513 -206	-29%	-$1.33K	﹤0.01%	1114
2015 Q3	$4K	Buy	719 +206	+40%	+$1.39K	﹤0.01%	1124
2015 Q2	$4K	Hold	513	–	–	﹤0.01%	1148
2015 Q1	$3K	Buy	513 +171	+50%	+$1.01K	﹤0.01%	1195
2014 Q4	$2K	Hold	342	–	–	﹤0.01%	1275
2014 Q3	$2K	Hold	342	–	–	﹤0.01%	1262
2014 Q2	$2K	Hold	342	–	–	﹤0.01%	1291
2014 Q1	$2K	Hold	342	–	–	﹤0.01%	1291
2013 Q4	$2K	Sell	342 -351	-51%	-$2.25K	﹤0.01%	1314
2013 Q3	$4K	Sell	693 -46	-6%	-$293	﹤0.01%	1150
2013 Q2	$5K	Buy	+739	New	+$4.73K	﹤0.01%	1102

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

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

PPA

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

TIM

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

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

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

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

FineMark National Bank & Trust's MUFG Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2017, closing a stake of 587 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in MUFG in Q2 2013 and held it in 15 quarters. The position peaked at $5K in Q2 2013. 201 funds tracked by Wall St. Rank hold MUFG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Mitsubishi UFJ Financial position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 587 Mitsubishi UFJ Financial shares in Q1 2017, an estimated $4K.
FineMark National Bank & Trust first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Mitsubishi UFJ Financial position peaked at $5K in Q2 2013.
201 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.