Kanaly Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kanaly 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 Q4	$29K	Sell	4,693 -567	-11%	-$3.22K	0.01%	362
2016 Q3	$27K	Sell	5,260 -40	-0.8%	-$202	0.01%	371
2016 Q2	$23K	Buy	5,300 +1,551	+41%	+$7.34K	﹤0.01%	406
2016 Q1	$17K	Sell	3,749 -1,133	-23%	-$5.53K	﹤0.01%	471
2015 Q4	$30K	Hold	4,882	–	–	0.01%	357
2015 Q3	$30K	Sell	4,882 -38	-0.8%	-$257	0.01%	367
2015 Q2	$36K	Buy	4,920 +3,222	+190%	+$22.9K	0.01%	362
2015 Q1	$11K	Sell	1,698 -38	-2%	-$226	﹤0.01%	449
2014 Q4	$10K	Buy	1,736 +231	+15%	+$1.29K	﹤0.01%	467
2014 Q3	$8K	Buy	1,505 +534	+55%	+$3.12K	﹤0.01%	489
2014 Q2	$6K	Sell	971 -274	-22%	-$1.55K	﹤0.01%	527
2014 Q1	$7K	Buy	+1,245	New	+$7.43K	﹤0.01%	544

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

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

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

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

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

Kanaly Trust's MUFG Position: Q4 2016 in Review

Kanaly Trust reduced its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q4 2016, selling an estimated $3.22K and leaving 4,693 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #362.

Kanaly Trust first reported a position in MUFG in Q1 2014 and has held it in 12 quarters since. The position peaked at $36K in Q2 2015. 196 funds tracked by Wall St. Rank hold MUFG as of Q4 2016.

Kanaly Trust held 4,693 shares of Mitsubishi UFJ Financial worth $29K as of Q4 2016.
Kanaly Trust sold 567 Mitsubishi UFJ Financial shares in Q4 2016, an estimated $3.22K.
Mitsubishi UFJ Financial made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #362 holding.
Kanaly Trust first reported a position in Mitsubishi UFJ Financial in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Mitsubishi UFJ Financial position peaked at $36K in Q2 2015.
196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.