Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Bank One Corp
Q3 2017 Filed on Nov 02, 2017
150
N/A
AVY
Avery Dennison Corp

Industrials
Q3 2017 Filed on Nov 02, 2017
130
$91.93 - $99.93 $12K - $13K
California Resources Corp
Q3 2017 Filed on Nov 02, 2017
19
N/A
Caremark Rx Inc
Q3 2017 Filed on Nov 02, 2017
75
N/A
Teekay Corp
Q3 2017 Filed on Nov 02, 2017
146
N/A
EFX
Equifax Inc

Industrials
Q3 2017 Filed on Nov 02, 2017
100
$92.98 - $146.26 $9.3K - $14.6K
Eaton Corporation
Q3 2017 Filed on Nov 02, 2017
67,773
N/A
Dynamic Materials Corp
Q3 2017 Filed on Nov 02, 2017
30
N/A
Duke Energy Corp
Q3 2017 Filed on Nov 02, 2017
1,333
N/A
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q3 2017 Filed on Nov 02, 2017
30
$26.2 - $37.97 $786 - $1.14K
Corn Products
Q3 2017 Filed on Nov 02, 2017
40
N/A
Columbia / Hca Health Care
Q3 2017 Filed on Nov 02, 2017
380
N/A
Carnival Corp
Q3 2017 Filed on Nov 02, 2017
150
N/A
Anglo American PLC Sp Adr
Q3 2017 Filed on Nov 02, 2017
536
N/A
Hewlett Packard
Q3 2017 Filed on Nov 02, 2017
1,880
N/A
SYY
Sysco Corp

Consumer Defensive
Q3 2017 Filed on Nov 02, 2017
100
$50.87 - $54.39 $5.09K - $5.44K
Symbion
Q3 2017 Filed on Nov 02, 2017
50
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q3 2017 Filed on Nov 02, 2017
270
$8.2 - $9.5 $2.21K - $2.57K
Suncor Energy Inc.
Q3 2017 Filed on Nov 02, 2017
800
N/A
Sun Hydraulics Corp
Q3 2017 Filed on Nov 02, 2017
80
N/A
Sigma Aldrich
Q3 2017 Filed on Nov 02, 2017
30
N/A
St. Paul Company
Q3 2017 Filed on Nov 02, 2017
100
N/A
Target Corp
Q3 2017 Filed on Nov 02, 2017
250
N/A
Travelers Companies Inc.
Q3 2017 Filed on Nov 02, 2017
53,718
N/A
ZEN
Zendesk, Inc.

Technology
Q3 2017 Filed on Nov 02, 2017
376
$25.48 - $29.4 $9.58K - $11.1K
Walgreen CO
Q3 2017 Filed on Nov 02, 2017
160
N/A
Volcano Corp
Q3 2017 Filed on Nov 02, 2017
200
N/A
Visa Inc Com Cl A
Q3 2017 Filed on Nov 02, 2017
3,097
N/A
Viacom Inc Cl B
Q3 2017 Filed on Nov 02, 2017
200
N/A
VEEV
Veeva Systems Inc

Healthcare
Q3 2017 Filed on Nov 02, 2017
318
$54.35 - $65.57 $17.3K - $20.9K
Vanguard Total Int'L Stock
Q3 2017 Filed on Nov 02, 2017
1,273
N/A
Ultimate Software Group I
Q3 2017 Filed on Nov 02, 2017
43
N/A
Telecom Spdr
Q3 2017 Filed on Nov 02, 2017
2,170
N/A
Sbc Communications Inc.
Q3 2017 Filed on Nov 02, 2017
187
N/A
Motorola Inc.
Q3 2017 Filed on Nov 02, 2017
150
N/A
Merck & CO
Q3 2017 Filed on Nov 02, 2017
3,980
N/A
Medtronic Inc.
Q3 2017 Filed on Nov 02, 2017
505
N/A
Mc Graw Hill Group Inc
Q3 2017 Filed on Nov 02, 2017
200
N/A
Rare Earth ETF
Q3 2017 Filed on Nov 02, 2017
65
N/A
LNN
Lindsay Corp

Industrials
Q3 2017 Filed on Nov 02, 2017
30
$84.54 - $92.2 $2.54K - $2.77K
INGR
Ingredion Inc

Consumer Defensive
Q3 2017 Filed on Nov 02, 2017
40
$119.84 - $125.59 $4.79K - $5.02K
Idearc Inc.
Q3 2017 Filed on Nov 02, 2017
8
N/A
Mylan Labs
Q3 2017 Filed on Nov 02, 2017
300
N/A
MYGN
Myriad Genetics Inc

Healthcare
Q3 2017 Filed on Nov 02, 2017
80
$24.01 - $36.2 $1.92K - $2.9K
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q3 2017 Filed on Nov 02, 2017
80
$27.1 - $31.62 $2.17K - $2.53K
Reynolds American Inc
Q3 2017 Filed on Nov 02, 2017
88
N/A
Rackspace Hosting
Q3 2017 Filed on Nov 02, 2017
20
N/A
POWI
Power Integrations Inc

Technology
Q3 2017 Filed on Nov 02, 2017
60
$33.55 - $37.25 $2.01K - $2.24K
Altria Group Inc.
Q3 2017 Filed on Nov 02, 2017
600
N/A
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