Symphony Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Symphony Asset 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
2016 Q1	–	Sell	-110,618	Closed	-$688K	–	411
2015 Q4	$688K	Sell	110,618 -53,225	-32%	-$344K	0.08%	229
2015 Q3	$997K	Buy	163,843 +27,263	+20%	+$184K	0.12%	184
2015 Q2	$986K	Sell	136,580 -11,152	-8%	-$79.4K	0.12%	178
2015 Q1	$919K	Buy	+147,732	New	+$877K	0.11%	190
2014 Q1	–	Sell	-39,070	Closed	-$261K	–	450
2013 Q4	$261K	Buy	+39,070	New	+$250K	0.02%	404

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Symphony Asset Management's MUFG Position: Q1 2016 in Review

Symphony Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2016, closing a stake of 110,618 shares — an estimated $688K sold.

Symphony Asset Management first reported a position in MUFG in Q4 2013 and held it in 5 quarters. The position peaked at $997K in Q3 2015. 192 funds tracked by Wall St. Rank hold MUFG as of Q1 2016.

Symphony Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2016 after selling out during the quarter.
Symphony Asset Management sold 110,618 Mitsubishi UFJ Financial shares in Q1 2016, an estimated $688K.
Symphony Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 5 quarters.
Symphony Asset Management's Mitsubishi UFJ Financial position peaked at $997K in Q3 2015.
192 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2016.

Based on Symphony Asset Management's 13F filing for Q1 2016, filed 13 May 2016.