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

First Mercantile 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
2016 Q1	–	Sell	-3,500	Closed	-$22K	–	912
2015 Q4	$22K	Hold	3,500	–	–	﹤0.01%	922
2015 Q3	$21K	Sell	3,500 -20,500	-85%	-$139K	﹤0.01%	944
2015 Q2	$173K	Hold	24,000	–	–	0.01%	727
2015 Q1	$149K	Hold	24,000	–	–	0.01%	758
2014 Q4	$133K	Hold	24,000	–	–	0.01%	767
2014 Q3	$135K	Hold	24,000	–	–	0.01%	791
2014 Q2	$148K	Hold	24,000	–	–	0.01%	772
2014 Q1	$133K	Hold	24,000	–	–	0.01%	876
2013 Q4	$160K	Hold	24,000	–	–	0.01%	789
2013 Q3	$154K	Hold	24,000	–	–	0.01%	779
2013 Q2	$149K	Buy	+24,000	New	+$154K	0.01%	815

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

First Mercantile Trust's MUFG Position: Q1 2016 in Review

First Mercantile Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 3,500 shares — an estimated $22K sold.

First Mercantile Trust first reported a position in MUFG in Q2 2013 and held it in 11 quarters. The position peaked at $173K in Q2 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

First Mercantile Trust reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
First Mercantile Trust sold 3,500 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $22K.
First Mercantile Trust first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 11 quarters.
First Mercantile Trust's Mitsubishi UFJ Financial position peaked at $173K in Q2 2015.
192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on First Mercantile Trust's 13F filing for Q1 2016, filed 29 Apr 2016.