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O'Brien Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

O'Brien Wealth 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
2018
Q4 		– Sell
-656
Closed -$4K – 153
2018
Q3 		$4K Buy
+656
New +$3.96K ﹤0.01% 173

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O'Brien Wealth Partners's MUFG Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 656 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in MUFG in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 656 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $4K.
  • O'Brien Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Mitsubishi UFJ Financial position peaked at $4K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.