Placemark Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Placemark Investments’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 Q4	$1.23M	Buy	222,540 +19,197	+9%	+$107K	0.02%	787
2014 Q3	$1.14M	Buy	203,343 +6,116	+3%	+$35.7K	0.02%	796
2014 Q2	$1.21M	Buy	197,227 +4,264	+2%	+$24.1K	0.02%	787
2014 Q1	$1.07M	Sell	192,963 -73,201	-28%	-$437K	0.02%	797
2013 Q4	$1.78M	Sell	266,164 -18,471	-6%	-$118K	0.03%	611
2013 Q3	$1.83M	Sell	284,635 -3,652	-1%	-$23.2K	0.03%	561
2013 Q2	$1.79M	Buy	+288,287	New	+$1.85M	0.04%	536

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BIP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

Placemark Investments's MUFG Position: Q4 2014 in Review

Placemark Investments increased its Mitsubishi UFJ Financial (MUFG) stake by 9.4% in Q4 2014, buying an estimated $107K and bringing the position to 222,540 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #787.

Placemark Investments first reported a position in MUFG in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.83M in Q3 2013. 194 funds tracked by Wall St. Rank hold MUFG as of Q4 2014.

Placemark Investments held 222,540 shares of Mitsubishi UFJ Financial worth $1.23M as of Q4 2014.
Placemark Investments bought 19,197 Mitsubishi UFJ Financial shares in Q4 2014, an estimated $107K.
Mitsubishi UFJ Financial made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #787 holding.
Placemark Investments first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Mitsubishi UFJ Financial position peaked at $1.83M in Q3 2013.
194 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.