Princeton Alpha Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Princeton Alpha Management’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
2017 Q2	–	Sell	-34,446	Closed	-$218K	–	246
2017 Q1	$218K	Sell	34,446 -14,492	-30%	-$94.8K	0.07%	453
2016 Q4	$301K	Sell	48,938 -30,205	-38%	-$172K	0.06%	463
2016 Q3	$400K	Buy	79,143 +40,177	+103%	+$203K	0.07%	391
2016 Q2	$173K	Buy	+38,966	New	+$184K	0.03%	689
2016 Q1	–	Sell	-30,496	Closed	-$190K	–	853
2015 Q4	$190K	Sell	30,496 -1,660	-5%	-$10.7K	0.03%	641
2015 Q3	$196K	Sell	32,156 -10,654	-25%	-$72.1K	0.04%	616
2015 Q2	$309K	Buy	42,810 +12,260	+40%	+$87.3K	0.06%	444
2015 Q1	$190K	Sell	30,550 -40,495	-57%	-$240K	0.04%	612
2014 Q4	$393K	Buy	71,045 +21,794	+44%	+$121K	0.11%	315
2014 Q3	$276K	Sell	49,251 -23,643	-32%	-$138K	0.06%	455
2014 Q2	$448K	Buy	72,894 +28,386	+64%	+$161K	0.09%	311
2014 Q1	$247K	Buy	+44,508	New	+$266K	0.08%	430

Other funds holding MUFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

HCM

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

Princeton Alpha Management's MUFG Position: Q2 2017 in Review

Princeton Alpha Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2017, closing a stake of 34,446 shares — an estimated $218K sold.

Princeton Alpha Management first reported a position in MUFG in Q1 2014 and held it in 12 quarters. The position peaked at $448K in Q2 2014. 196 funds tracked by Wall St. Rank hold MUFG as of Q2 2017.

Princeton Alpha Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 34,446 Mitsubishi UFJ Financial shares in Q2 2017, an estimated $218K.
Princeton Alpha Management first reported a position in Mitsubishi UFJ Financial in Q1 2014 and held it in 12 quarters.
Princeton Alpha Management's Mitsubishi UFJ Financial position peaked at $448K in Q2 2014.
196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.