Trustmark National Bank Trust Department’s Mitsubishi UFJ Financial MUFG Stock Holding History

Trustmark National Bank Trust Department’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
2018 Q2	–	Sell	-11,600	Closed	-$77K	–	254
2018 Q1	$77K	Sell	11,600 -2,596	-18%	-$18.9K	0.01%	264
2017 Q4	$103K	Buy	+14,196	New	+$96.8K	0.01%	269
2016 Q3	–	Sell	-13,387	Closed	-$60K	–	286
2016 Q2	$60K	Sell	13,387 -14,884	-53%	-$70.4K	0.01%	290
2016 Q1	$130K	Buy	28,271 +6,172	+28%	+$30.1K	0.02%	320
2015 Q4	$138K	Buy	22,099 +578	+3%	+$3.73K	0.02%	313
2015 Q3	$131K	Buy	21,521 +3,028	+16%	+$20.5K	0.02%	333
2015 Q2	$133K	Buy	18,493 +2,173	+13%	+$15.5K	0.02%	337
2015 Q1	$102K	Buy	+16,320	New	+$96.9K	0.01%	343

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

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

Trustmark National Bank Trust Department's MUFG Position: Q2 2018 in Review

Trustmark National Bank Trust Department sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2018, closing a stake of 11,600 shares — an estimated $77K sold.

Trustmark National Bank Trust Department first reported a position in MUFG in Q1 2015 and held it in 8 quarters. The position peaked at $138K in Q4 2015. 207 funds tracked by Wall St. Rank hold MUFG as of Q2 2018.

Trustmark National Bank Trust Department reported no remaining Mitsubishi UFJ Financial position as of Q2 2018 after selling out during the quarter.
Trustmark National Bank Trust Department sold 11,600 Mitsubishi UFJ Financial shares in Q2 2018, an estimated $77K.
Trustmark National Bank Trust Department first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 8 quarters.
Trustmark National Bank Trust Department's Mitsubishi UFJ Financial position peaked at $138K in Q4 2015.
207 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2018.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2018, filed 14 Aug 2018.