WealthTrust Fairport’s Mitsubishi UFJ Financial MUFG Stock Holding History

WealthTrust Fairport’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
2013 Q4	–	Sell	-132	Closed	-$1K	–	364
2013 Q3	$1K	Buy	+132	New	+$840	﹤0.01%	420

Other funds holding MUFG

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

WealthTrust Fairport's MUFG Position: Q4 2013 in Review

WealthTrust Fairport sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2013, closing a stake of 132 shares — an estimated $1K sold.

WealthTrust Fairport first reported a position in MUFG in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2013.

WealthTrust Fairport reported no remaining Mitsubishi UFJ Financial position as of Q4 2013 after selling out during the quarter.
WealthTrust Fairport sold 132 Mitsubishi UFJ Financial shares in Q4 2013, an estimated $1K.
WealthTrust Fairport first reported a position in Mitsubishi UFJ Financial in Q3 2013 and held it in 1 quarter.
WealthTrust Fairport's Mitsubishi UFJ Financial position peaked at $1K in Q3 2013.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.