Round Table Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Round Table Investment 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
2015 Q2	–	Sell	-50,000	Closed	-$311K	–	55
2015 Q1	$311K	Sell	50,000 -260,000	-84%	-$1.54M	0.24%	43
2014 Q4	$1.71M	Buy	+310,000	New	+$1.73M	0.64%	14

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PPA

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

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

Round Table Investment Management's MUFG Position: Q2 2015 in Review

Round Table Investment Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2015, closing a stake of 50,000 shares — an estimated $311K sold.

Round Table Investment Management first reported a position in MUFG in Q4 2014 and held it in 2 quarters. The position peaked at $1.71M in Q4 2014. 222 funds tracked by Wall St. Rank hold MUFG as of Q2 2015.

Round Table Investment Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2015 after selling out during the quarter.
Round Table Investment Management sold 50,000 Mitsubishi UFJ Financial shares in Q2 2015, an estimated $311K.
Round Table Investment Management first reported a position in Mitsubishi UFJ Financial in Q4 2014 and held it in 2 quarters.
Round Table Investment Management's Mitsubishi UFJ Financial position peaked at $1.71M in Q4 2014.
222 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2015.

Based on Round Table Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.