First American Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

First American 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
2014 Q1	–	Sell	-10,740	Closed	-$72K	–	118
2013 Q4	$72K	Hold	10,740	–	–	0.02%	124
2013 Q3	$69K	Hold	10,740	–	–	0.02%	128
2013 Q2	$67K	Buy	+10,740	New	+$68.8K	0.03%	121

Other funds holding MUFG

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

TIM

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

BIP

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

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

MAA

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

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

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

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

BIM

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

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

First American Trust's MUFG Position: Q1 2014 in Review

First American Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2014, closing a stake of 10,740 shares — an estimated $72K sold.

First American Trust first reported a position in MUFG in Q2 2013 and held it in 3 quarters. The position peaked at $72K in Q4 2013. 189 funds tracked by Wall St. Rank hold MUFG as of Q1 2014.

First American Trust reported no remaining Mitsubishi UFJ Financial position as of Q1 2014 after selling out during the quarter.
First American Trust sold 10,740 Mitsubishi UFJ Financial shares in Q1 2014, an estimated $72K.
First American Trust first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 3 quarters.
First American Trust's Mitsubishi UFJ Financial position peaked at $72K in Q4 2013.
189 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2014.

Based on First American Trust's 13F filing for Q1 2014, filed 8 May 2014.