Partnervest Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Partnervest Advisory 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
2014 Q3	–	Sell	-230	Closed	-$1K	–	561
2014 Q2	$1K	Hold	230	–	–	﹤0.01%	1007
2014 Q1	$1K	Sell	230 -200	-47%	-$1.19K	﹤0.01%	990
2013 Q4	$3K	Hold	430	–	–	﹤0.01%	883
2013 Q3	$3K	Sell	430 -75	-15%	-$477	﹤0.01%	896
2013 Q2	$3K	Buy	+505	New	+$3.23K	﹤0.01%	831

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

MAA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Partnervest Advisory Services's MUFG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2014, closing a stake of 230 shares — an estimated $1K sold.

Partnervest Advisory Services first reported a position in MUFG in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q4 2013. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2014.

Partnervest Advisory Services reported no remaining Mitsubishi UFJ Financial position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 230 Mitsubishi UFJ Financial shares in Q3 2014, an estimated $1K.
Partnervest Advisory Services first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Mitsubishi UFJ Financial position peaked at $3K in Q4 2013.
191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.