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Forward Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Forward 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
Q3 		– Sell
-650
Closed -$3K – 219
2016
Q2 		$3K Sell
650
-6,090
-90% -$28.8K ﹤0.01% 220
2016
Q1 		$31K Sell
6,740
-700,444
-99% -$3.42M ﹤0.01% 223
2015
Q4 		$4.4M Buy
707,184
+214,283
+43% +$1.38M 0.37% 53
2015
Q3 		$3M Buy
+492,901
New +$3.34M 0.24% 67

Other funds holding MUFG

Aristotle Capital Management
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Forward Management's MUFG Position: Q3 2016 in Review

Forward Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2016, closing a stake of 650 shares — an estimated $3K sold.

Forward Management first reported a position in MUFG in Q3 2015 and held it in 4 quarters. The position peaked at $4.4M in Q4 2015. 190 funds tracked by Wall St. Rank hold MUFG as of Q3 2016.

  • Forward Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2016 after selling out during the quarter.
  • Forward Management sold 650 Mitsubishi UFJ Financial shares in Q3 2016, an estimated $3K.
  • Forward Management first reported a position in Mitsubishi UFJ Financial in Q3 2015 and held it in 4 quarters.
  • Forward Management's Mitsubishi UFJ Financial position peaked at $4.4M in Q4 2015.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2016.

Based on Forward Management's 13F filing for Q3 2016, filed 4 Nov 2016.