Marietta Investment Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Marietta Investment Partners’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
2018 Q2	–	Sell	-20,451	Closed	-$136K	–	150
2018 Q1	$136K	Hold	20,451	–	–	0.04%	131
2017 Q4	$149K	Hold	20,451	–	–	0.04%	138
2017 Q3	$132K	Hold	20,451	–	–	0.04%	133
2017 Q2	$138K	Hold	20,451	–	–	0.04%	130
2017 Q1	$130K	Sell	20,451 -10,530	-34%	-$68.9K	0.04%	130
2016 Q4	$191K	Buy	+30,981	New	+$176K	0.07%	131
2016 Q1	–	Sell	-117,656	Closed	-$732K	–	135
2015 Q4	$732K	Sell	117,656 -26,680	-18%	-$172K	0.3%	78
2015 Q3	$938K	Sell	144,336 -214,920	-60%	-$1.45M	0.37%	62
2015 Q2	$2.59M	Buy	+359,256	New	+$2.56M	1.01%	35

Other funds holding MUFG

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

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

Marietta Investment Partners's MUFG Position: Q2 2018 in Review

Marietta Investment Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 20,451 shares — an estimated $136K sold.

Marietta Investment Partners first reported a position in MUFG in Q2 2015 and held it in 9 quarters. The position peaked at $2.59M in Q2 2015. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

Marietta Investment Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
Marietta Investment Partners sold 20,451 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $136K.
Marietta Investment Partners first reported a position in Mitsubishi UFJ Financial in Q2 2015 and held it in 9 quarters.
Marietta Investment Partners's Mitsubishi UFJ Financial position peaked at $2.59M in Q2 2015.
207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on Marietta Investment Partners's 13F filing for Q2 2018, filed 9 Aug 2018.