Mariner Wealth Advisors (NYC)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$5K	Buy	+738	New	+$4.38K	﹤0.01%	514

Other funds holding MUFG

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

PPA

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

Mariner Wealth Advisors (NYC)'s MUFG Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2015: 738 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

203 funds tracked by Wall St. Rank hold MUFG as of Q1 2015.

Mariner Wealth Advisors (NYC) held 738 shares of Mitsubishi UFJ Financial worth $5K as of Q1 2015.
Mitsubishi UFJ Financial was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Mitsubishi UFJ Financial made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #514 holding.
203 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.