Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Jp Morgan Global Research Enha
Q1 2018 Filed on Apr 20, 2018
5,589
N/A
Kap Stone Paper And Packaging
Q1 2018 Filed on Apr 20, 2018
133
N/A
KEY
Keycorp

Financial Services
Q1 2018 Filed on Apr 20, 2018
59
$19.04 - $22.15 $1.12K - $1.31K
Mfs International Value Fund
Q1 2018 Filed on Apr 20, 2018
177
N/A
Mfs Emerging Markets Debt Fun
Q1 2018 Filed on Apr 20, 2018
638
N/A
MCHP
Microchip Technology Inc

Technology
Q1 2018 Filed on Apr 20, 2018
8
$39.95 - $50.12 $320 - $401
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2018 Filed on Apr 20, 2018
10
$72.16 - $85.21 $722 - $852
NI
Nisource Inc.

Utilities
Q1 2018 Filed on Apr 20, 2018
41
$22.51 - $25.36 $923 - $1.04K
T. Rowe Price Emerging Market
Q1 2018 Filed on Apr 20, 2018
128
N/A
Platform Specialty Products C
Q1 2018 Filed on Apr 20, 2018
266
N/A
PXD
Pioneer Natural Resources CO

Energy
Q1 2018 Filed on Apr 20, 2018
4
$165.05 - $188.5 $660 - $754
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 20, 2018
108
$42.6 - $54.55 $4.6K - $5.89K
PBF
Pbf Energy Inc.

Energy
Q1 2018 Filed on Apr 20, 2018
141
$29.0 - $36.36 $4.09K - $5.13K
ONB
Old National Bancorp

Financial Services
Q1 2018 Filed on Apr 20, 2018
433
$16.68 - $18.45 $7.22K - $7.99K
SCS
Steelcase Inc

Industrials
Q4 2017 Filed on Jan 26, 2018
1,000
$13.7 - $15.65 $13.7K - $15.7K
Iac Interactivecorp
Q4 2017 Filed on Jan 26, 2018
698
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
113
$50.92 - $55.68 $5.75K - $6.29K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2017 Filed on Jan 26, 2018
60
$117.32 - $153.4 $7.04K - $9.2K
Vanguard Total Int'L Stock In
Q4 2017 Filed on Jan 26, 2018
1,273
N/A
GD
General Dynamics Corp

Industrials
Q4 2017 Filed on Jan 26, 2018
210
$196.18 - $213.86 $41.2K - $44.9K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2017 Filed on Jan 26, 2018
29
N/A
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2017 Filed on Jan 26, 2018
901
$36.09 - $40.01 $32.5K - $36K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q4 2017 Filed on Jan 26, 2018
732
N/A
WAT
Waters Corp

Healthcare
Q4 2017 Filed on Jan 26, 2018
7
$180.92 - $200.27 $1.27K - $1.4K
Powershares ETF Trust
Q4 2017 Filed on Jan 26, 2018
286
N/A
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2017 Filed on Jan 26, 2018
487
N/A
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
Q3 2017 Filed on Nov 02, 2017
2,000
$2.51 - $2.99 $5.02K - $5.98K
FMCC
Federal Home Loan Mortgage Corp

Financial Services
Q3 2017 Filed on Nov 02, 2017
840
$2.39 - $2.88 $2.01K - $2.42K
Fed Ex Corp.
Q3 2017 Filed on Nov 02, 2017
200
N/A
FAST
Fastenal CO

Industrials
Q3 2017 Filed on Nov 02, 2017
170
$19.99 - $22.86 $3.4K - $3.89K
Fair Point Communications
Q3 2017 Filed on Nov 02, 2017
2
N/A
Citigroup
Q3 2017 Filed on Nov 02, 2017
2,575
N/A
Gen Probe Inc.
Q3 2017 Filed on Nov 02, 2017
25
N/A
Heinz H.J.
Q3 2017 Filed on Nov 02, 2017
40
N/A
HES
Hess Corp

Energy
Q3 2017 Filed on Nov 02, 2017
30
$38.09 - $46.94 $1.14K - $1.41K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q3 2017 Filed on Nov 02, 2017
150
$39.29 - $44.71 $5.89K - $6.71K
Genzyme Corp
Q3 2017 Filed on Nov 02, 2017
40
N/A
GGG
Graco Inc

Industrials
Q3 2017 Filed on Nov 02, 2017
50
$37.4 - $41.23 $1.87K - $2.06K
Alphabet Inc Cl C
Q3 2017 Filed on Nov 02, 2017
9,437
N/A
Alphabet Inc Cl A Vtg
Q3 2017 Filed on Nov 02, 2017
557
N/A
Genentech
Q3 2017 Filed on Nov 02, 2017
25
N/A
Express Scripts Inc
Q3 2017 Filed on Nov 02, 2017
3,050
N/A
EXPD
Expeditors International Of Washington Inc

Industrials
Q3 2017 Filed on Nov 02, 2017
110
$54.44 - $59.86 $5.99K - $6.58K
Cadbury PLC Adr
Q3 2017 Filed on Nov 02, 2017
50
N/A
Cdk Global Inc.
Q3 2017 Filed on Nov 02, 2017
533
N/A
Cbs/B
Q3 2017 Filed on Nov 02, 2017
50
N/A
Arsenal Holdings, PLC
Q3 2017 Filed on Nov 02, 2017
20
N/A
BRO
Brown & Brown, Inc.

Financial Services
Q3 2017 Filed on Nov 02, 2017
100
$21.68 - $24.43 $2.17K - $2.44K
Amyris
Q3 2017 Filed on Nov 02, 2017
148
N/A
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