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

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

Dimensional Fund Advisors

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

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

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

Fisher Asset Management

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

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

Bank of America

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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