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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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return