WBI Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

WBI Investments’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 Q1	–	Sell	-481,586	Closed	-$2.66M	–	259
2014 Q4	$2.66M	Buy	+481,586	New	+$2.68M	0.07%	140

Other funds holding MUFG

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

PPA

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

WBI Investments's MUFG Position: Q1 2015 in Review

WBI Investments sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2015, closing a stake of 481,586 shares — an estimated $2.66M sold.

WBI Investments first reported a position in MUFG in Q4 2014 and held it in 1 quarter. The position peaked at $2.66M in Q4 2014. 203 funds tracked by Wall St. Rank hold MUFG as of Q1 2015.

WBI Investments reported no remaining Mitsubishi UFJ Financial position as of Q1 2015 after selling out during the quarter.
WBI Investments sold 481,586 Mitsubishi UFJ Financial shares in Q1 2015, an estimated $2.66M.
WBI Investments first reported a position in Mitsubishi UFJ Financial in Q4 2014 and held it in 1 quarter.
WBI Investments's Mitsubishi UFJ Financial position peaked at $2.66M in Q4 2014.
203 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2015.

Based on WBI Investments's 13F filing for Q1 2015, filed 27 Apr 2015.