Strategic Global Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Strategic Global Advisors’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
2016 Q4	–	Sell	-30,416	Closed	-$135K	–	163
2016 Q3	$135K	Sell	30,416 -795	-3%	-$4.01K	0.05%	145
2016 Q2	$138K	Hold	31,211	–	–	0.05%	144
2016 Q1	$143K	Sell	31,211 -2,549	-8%	-$12.4K	0.06%	141
2015 Q4	$210K	Buy	33,760 +8,534	+34%	+$55.1K	0.09%	129
2015 Q3	$154K	Sell	25,226 -24,707	-49%	-$167K	0.07%	127
2015 Q2	$361K	Buy	49,933 +32,503	+186%	+$231K	0.21%	104
2015 Q1	$108K	Buy	17,430 +267	+2%	+$1.58K	0.08%	132
2014 Q4	$95K	Buy	+17,163	New	+$95.6K	0.08%	130

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

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

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

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Strategic Global Advisors's MUFG Position: Q4 2016 in Review

Strategic Global Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2016, closing a stake of 30,416 shares — an estimated $135K sold.

Strategic Global Advisors first reported a position in MUFG in Q4 2014 and held it in 8 quarters. The position peaked at $361K in Q2 2015. 196 funds tracked by Wall St. Rank hold MUFG as of Q4 2016.

Strategic Global Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2016 after selling out during the quarter.
Strategic Global Advisors sold 30,416 Mitsubishi UFJ Financial shares in Q4 2016, an estimated $135K.
Strategic Global Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2014 and held it in 8 quarters.
Strategic Global Advisors's Mitsubishi UFJ Financial position peaked at $361K in Q2 2015.
196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2016.

Based on Strategic Global Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.