MSI Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

MSI Financial Services’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	$3K	Sell	533 -340	-39%	-$1.93K	﹤0.01%	3362
2016 Q3	$4K	Buy	873 +185	+27%	+$934	﹤0.01%	3241
2016 Q2	$3K	Sell	688 -2,539	-79%	-$12K	﹤0.01%	3366
2016 Q1	$15K	Buy	3,227 +3,072	+1,982%	+$15K	﹤0.01%	2492
2015 Q4	$1K	Hold	155	–	–	﹤0.01%	3647
2015 Q3	$1K	Sell	155 -42,638	-100%	-$289K	﹤0.01%	2982
2015 Q2	$309K	Sell	42,793 -6,849	-14%	-$48.8K	0.02%	584
2015 Q1	$309K	Sell	49,642 -1,598	-3%	-$9.48K	0.02%	585
2014 Q4	$283K	Buy	51,240 +50,596	+7,857%	+$282K	0.03%	487
2014 Q3	$4K	Hold	644	–	–	﹤0.01%	2188
2014 Q2	$4K	Buy	644 +66	+11%	+$373	﹤0.01%	2154
2014 Q1	$3K	Sell	578 -1,201	-68%	-$7.17K	﹤0.01%	2186
2013 Q4	$12K	Buy	1,779 +484	+37%	+$3.1K	﹤0.01%	1608
2013 Q3	$8K	Buy	1,295 +1,189	+1,122%	+$7.56K	﹤0.01%	1540
2013 Q2	$1K	Buy	+106	New	+$679	﹤0.01%	2259

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

MSI Financial Services's MUFG Position: Q4 2016 in Review

MSI Financial Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 39% in Q4 2016, selling an estimated $1.93K and leaving 533 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

MSI Financial Services first reported a position in MUFG in Q2 2013 and has held it in 15 quarters since. The position peaked at $309K in Q2 2015. 196 funds tracked by Wall St. Rank hold MUFG as of Q4 2016.

MSI Financial Services held 533 shares of Mitsubishi UFJ Financial worth $3K as of Q4 2016.
MSI Financial Services sold 340 Mitsubishi UFJ Financial shares in Q4 2016, an estimated $1.93K.
Mitsubishi UFJ Financial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3362 holding.
MSI Financial Services first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Mitsubishi UFJ Financial position peaked at $309K in Q2 2015.
196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.