Stratton Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Stratton 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 Q3	–	Sell	-10,000	Closed	-$72K	–	270
2015 Q2	$72K	Hold	10,000	–	–	﹤0.01%	325
2015 Q1	$62K	Hold	10,000	–	–	﹤0.01%	343
2014 Q4	$55K	Hold	10,000	–	–	﹤0.01%	343
2014 Q3	$56K	Hold	10,000	–	–	﹤0.01%	325
2014 Q2	$61K	Hold	10,000	–	–	﹤0.01%	343
2014 Q1	$55K	Hold	10,000	–	–	﹤0.01%	337
2013 Q4	$67K	Hold	10,000	–	–	﹤0.01%	342
2013 Q3	$64K	Sell	10,000 -10,000	-50%	-$63.6K	﹤0.01%	336
2013 Q2	$124K	Buy	+20,000	New	+$128K	0.01%	315

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

BIP

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Stratton Management's MUFG Position: Q3 2015 in Review

Stratton Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2015, closing a stake of 10,000 shares — an estimated $72K sold.

Stratton Management first reported a position in MUFG in Q2 2013 and held it in 9 quarters. The position peaked at $124K in Q2 2013. 213 funds tracked by Wall St. Rank hold MUFG as of Q3 2015.

Stratton Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2015 after selling out during the quarter.
Stratton Management sold 10,000 Mitsubishi UFJ Financial shares in Q3 2015, an estimated $72K.
Stratton Management first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 9 quarters.
Stratton Management's Mitsubishi UFJ Financial position peaked at $124K in Q2 2013.
213 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2015.

Based on Stratton Management's 13F filing for Q3 2015, filed 6 Nov 2015.