SAG
MUFG icon

Sterne Agee Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sterne Agee Group’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
Q1 		$384K Sell
61,720
-500
-0.8% -$2.97K 0.06% 291
2014
Q4 		$344K Sell
62,220
-8,690
-12% -$48.4K 0.05% 275
2014
Q3 		$398K Buy
70,910
+250
+0.4% +$1.46K 0.06% 262
2014
Q2 		$435K Buy
70,660
+33,100
+88% +$187K 0.07% 241
2014
Q1 		$208K Buy
37,560
+5,630
+18% +$33.6K 0.04% 263
2013
Q4 		$213K Sell
31,930
-27,150
-46% -$174K 0.07% 206
2013
Q3 		$379K Buy
59,080
+22,750
+63% +$145K 0.15% 152
2013
Q2 		$226K Buy
+36,330
New +$233K 0.08% 232

Other funds holding MUFG

Aristotle Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return