Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Delphi Automotive PLC
Q1 2018 Filed on Apr 20, 2018
2
N/A
BSX
Boston Scientific Corp

Healthcare
Q1 2018 Filed on Apr 20, 2018
73
$25.2 - $28.54 $1.84K - $2.08K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2018 Filed on Apr 20, 2018
100
$25.34 - $29.11 $2.53K - $2.91K
CKHUY
Ck Hutchison Holdings Limited

Industrials
Q1 2018 Filed on Apr 20, 2018
600
$11.92 - $13.68 $7.15K - $8.21K
CMS
Cms Energy Corp

Utilities
Q1 2018 Filed on Apr 20, 2018
21
$41.77 - $46.95 $877 - $986
CNA
Cna Financial Corp

Financial Services
Q1 2018 Filed on Apr 20, 2018
166
$48.45 - $55.08 $8.04K - $9.14K
Calpine Corp
Q1 2018 Filed on Apr 20, 2018
533
N/A
Colony North Star, Inc.
Q1 2018 Filed on Apr 20, 2018
1,325
N/A
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q1 2018 Filed on Apr 20, 2018
361
$10.81 - $13.29 $3.9K - $4.8K
EQT
Eqt Corp

Energy
Q1 2018 Filed on Apr 20, 2018
14
$24.89 - $32.1 $348 - $449
Echostar Communications
Q1 2018 Filed on Apr 20, 2018
17
N/A
Chilton Strategic European Eq
Q1 2018 Filed on Apr 20, 2018
1,324
N/A
Vanguard Information Technolo
Q1 2018 Filed on Apr 20, 2018
230
N/A
Vaneck Vectors Semiconductor
Q1 2018 Filed on Apr 20, 2018
732
N/A
ITW
Illinois Tool Works Inc

Industrials
Q1 2018 Filed on Apr 20, 2018
150
$153.86 - $178.88 $23.1K - $26.8K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2018 Filed on Apr 20, 2018
300
$79.31 - $85.87 $23.8K - $25.8K
Wisdom Tree Europe Hedged Equi
Q1 2018 Filed on Apr 20, 2018
29
N/A
CE
Celanese Corp

Basic Materials
Q1 2018 Filed on Apr 20, 2018
300
$96.72 - $112.96 $29K - $33.9K
Suntrust Banks Inc
Q1 2018 Filed on Apr 20, 2018
400
N/A
TWTR
Twitter, Inc.

Communication Services
Q1 2018 Filed on Apr 20, 2018
300
$22.16 - $36.6 $6.65K - $11K
WDAY
Workday, Inc.

Technology
Q1 2018 Filed on Apr 20, 2018
6
$103.4 - $139.07 $620 - $834
CDK
Cdk Global, Inc.

Technology
Q1 2018 Filed on Apr 20, 2018
1,086
$62.74 - $75.77 $68.1K - $82.3K
California Resources Corp
Q1 2018 Filed on Apr 20, 2018
19
N/A
Equinix Inc
Q1 2018 Filed on Apr 20, 2018
16
N/A
Ishares Global Financials Et
Q1 2018 Filed on Apr 20, 2018
487
N/A
Ishares Core Msci Eafe ETF
Q1 2018 Filed on Apr 20, 2018
898
N/A
Powershares Nasdaq Internet
Q1 2018 Filed on Apr 20, 2018
286
N/A
Powershares Dwa Healthcare
Q1 2018 Filed on Apr 20, 2018
259
N/A
Fidelity Worldwide Fund
Q1 2018 Filed on Apr 20, 2018
171
N/A
FSP
Franklin Street Properties Corp

Real Estate
Q1 2018 Filed on Apr 20, 2018
833
$8.09 - $10.75 $6.74K - $8.95K
Oakmark International Fund
Q1 2018 Filed on Apr 20, 2018
1,510
N/A
THC
Tenet Healthcare Corp

Healthcare
Q1 2018 Filed on Apr 20, 2018
166
$14.77 - $25.12 $2.45K - $4.17K
USBPRA
U.S.Bancorp Dep Sh Rpstg 1/100
Q1 2018 Filed on Apr 20, 2018
5
N/A
U.S. Geothermal Inc.
Q1 2018 Filed on Apr 20, 2018
272
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2018 Filed on Apr 20, 2018
18
$62.98 - $78.4 $1.13K - $1.41K
Valeant Pharmaceuticals Int'L
Q1 2018 Filed on Apr 20, 2018
166
N/A
Vanguard Total International
Q1 2018 Filed on Apr 20, 2018
187
N/A
Waste Connecrtions Inc.
Q1 2018 Filed on Apr 20, 2018
17
N/A
Concho Resources Inc
Q1 2018 Filed on Apr 20, 2018
6
N/A
Mitsui & Co., Ltd. I
Q1 2018 Filed on Apr 20, 2018
206
N/A
Pargesa Holding Sa
Q1 2018 Filed on Apr 20, 2018
100
N/A
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q1 2018 Filed on Apr 20, 2018
200
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q1 2018 Filed on Apr 20, 2018
8
$81.21 - $96.02 $650 - $768
Aspen Insurance Holdings Limi
Q1 2018 Filed on Apr 20, 2018
67
N/A
Allergan PLC
Q1 2018 Filed on Apr 20, 2018
2
N/A
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q1 2018 Filed on Apr 20, 2018
658
$14.49 - $15.26 $9.53K - $10K
WEX
Wex Inc.

Technology
Q1 2018 Filed on Apr 20, 2018
6
$135.52 - $160.9 $813 - $965
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2018 Filed on Apr 20, 2018
12
$57.69 - $65.6 $692 - $787
SEB
Seaboard Corp

Industrials
Q1 2018 Filed on Apr 20, 2018
3
$3990.0 - $4389.39 $12K - $13.2K
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