WealthPLAN Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

WealthPLAN Partners’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 Q3	$533	Sell	106 -106	-50%	-$535	﹤0.01%	919
2016 Q2	$470	Buy	+212	New	+$1K	﹤0.01%	2369

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

WealthPLAN Partners's MUFG Position: Q3 2016 in Review

WealthPLAN Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 50% in Q3 2016, selling an estimated $535 and leaving 106 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #919.

WealthPLAN Partners first reported a position in MUFG in Q2 2016 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold MUFG as of Q3 2016.

WealthPLAN Partners held 106 shares of Mitsubishi UFJ Financial worth $533 as of Q3 2016.
WealthPLAN Partners sold 106 Mitsubishi UFJ Financial shares in Q3 2016, an estimated $535.
Mitsubishi UFJ Financial made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #919 holding.
WealthPLAN Partners first reported a position in Mitsubishi UFJ Financial in Q2 2016 and has held it in 2 quarters since.
191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.