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Nelson Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Nelson Capital Management’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
2018
Q4 		– Sell
-321
Closed -$2K – 308
2018
Q3 		$2K Buy
+321
New +$1.94K ﹤0.01% 268

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Nelson Capital Management's MUFG Position: Q4 2018 in Review

Nelson Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 321 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in MUFG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • Nelson Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • Nelson Capital Management sold 321 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $2K.
  • Nelson Capital Management first reported a position in Mitsubishi UFJ Financial in Q3 2018 and held it in 1 quarter.
  • Nelson Capital Management's Mitsubishi UFJ Financial position peaked at $2K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.