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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-430
Closed -$3K 336
2015
Q2
$3K Sell
430
-381
-47% -$2.71K ﹤0.01% 300
2015
Q1
$5K Buy
+811
New +$4.81K ﹤0.01% 638

Other funds holding MUFG

Wealthcare Capital Management's MUFG Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2015, closing a stake of 430 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in MUFG in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 213 funds tracked by Wall St. Rank hold MUFG as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 430 Mitsubishi UFJ Financial shares in Q3 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Mitsubishi UFJ Financial in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Mitsubishi UFJ Financial position peaked at $5K in Q1 2015.
  • 213 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.