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Veritable’s Mitsubishi UFJ Financial MUFG Stock Holding History

Veritable’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
Q2 		– Sell
-21,876
Closed -$136K – 832
2015
Q1 		$136K Buy
21,876
+581
+3% +$3.45K ﹤0.01% 905
2014
Q4 		$118K Sell
21,295
-2,162
-9% -$12K ﹤0.01% 919
2014
Q3 		$132K Sell
23,457
-1,197
-5% -$6.99K ﹤0.01% 931
2014
Q2 		$152K Buy
24,654
+4,873
+25% +$27.6K ﹤0.01% 918
2014
Q1 		$110K Buy
19,781
+25
+0.1% +$149 ﹤0.01% 891
2013
Q4 		$132K Hold
19,756
– – ﹤0.01% 888
2013
Q3 		$127K Sell
19,756
-9,033
-31% -$57.5K ﹤0.01% 889
2013
Q2 		$179K Buy
+28,789
New +$184K ﹤0.01% 877

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return