NCM
WM

Nelson Capital Management’s WASHINGTON MUTUAL,INC WM Stock Holding History

Nelson Capital Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed -$12K – 320
2019
Q3 		$12K Buy
+100
New +$12K ﹤0.01% 244
2015
Q3 		– Sell
-2,010
Closed -$93K – 271
2015
Q2 		$93K Buy
+2,010
New +$93K 0.03% 99
2014
Q4 		– Sell
-100
Closed -$5K – 324
2014
Q3 		$5K Sell
100
-35
-26% -$1.75K ﹤0.01% 286
2014
Q2 		$6K Sell
135
-2,885
-96% -$128K ﹤0.01% 271
2014
Q1 		$127K Buy
3,020
+700
+30% +$29.4K 0.06% 79
2013
Q4 		$104K Buy
2,320
+2,185
+1,619% +$97.9K 0.05% 90
2013
Q3 		$6K Sell
135
-3,605
-96% -$160K ﹤0.01% 199
2013
Q2 		$151K Buy
+3,740
New +$151K 0.08% 75

Nelson Capital Management's WM Position: Q4 2019 in Review

Nelson Capital Management sold out of WASHINGTON MUTUAL,INC (WM) in Q4 2019, closing a stake of 100 shares — an estimated $12K sold.

Nelson Capital Management first reported a position in WM in Q2 2013 and held it in 8 quarters. The position peaked at $151K in Q2 2013. 1 fund tracked by Wall St. Rank holds WM as of Q4 2019.

  • Nelson Capital Management reported no remaining WASHINGTON MUTUAL,INC position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 100 WASHINGTON MUTUAL,INC shares in Q4 2019, an estimated $12K.
  • Nelson Capital Management first reported a position in WASHINGTON MUTUAL,INC in Q2 2013 and held it in 8 quarters.
  • Nelson Capital Management's WASHINGTON MUTUAL,INC position peaked at $151K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held WASHINGTON MUTUAL,INC as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.