US Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

US Financial 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 Q2	–	Sell	-443	Closed	-$2K	–	271
2016 Q1	$2K	Hold	443	–	–	﹤0.01%	333
2015 Q4	$3K	Hold	443	–	–	﹤0.01%	429
2015 Q3	$3K	Hold	443	–	–	0.01%	363
2015 Q2	$3K	Buy	+443	New	+$3.15K	﹤0.01%	330

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

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

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

Jefferies Group New York $12B AUM 6.2% 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

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

US Financial Advisors's MUFG Position: Q2 2016 in Review

US Financial Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2016, closing a stake of 443 shares — an estimated $2K sold.

US Financial Advisors first reported a position in MUFG in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q4 2015. 187 funds tracked by Wall St. Rank hold MUFG as of Q2 2016.

US Financial Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 443 Mitsubishi UFJ Financial shares in Q2 2016, an estimated $2K.
US Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Mitsubishi UFJ Financial position peaked at $3K in Q4 2015.
187 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.