Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Accenture LTD
Q4 2019 Filed on Feb 10, 2020
47
N/A
C
Citigroup Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
343
$66.26 - $79.89 $22.7K - $27.4K
Allergan PLC
Q4 2019 Filed on Feb 10, 2020
150
N/A
ADNT
Adient PLC

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
41
$19.61 - $24.85 $804 - $1.02K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2019 Filed on Feb 10, 2020
80
$127.4 - $146.83 $10.2K - $11.7K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
33
$77.5 - $91.42 $2.56K - $3.02K
Raytheon CO
Q4 2019 Filed on Feb 10, 2020
200
N/A
MMM
3 M CO

Industrials
Q4 2019 Filed on Feb 10, 2020
1,570
$150.74 - $178.47 $237K - $280K
XLU
Utilities Sector Spdr

ETFs
Q4 2019 Filed on Feb 10, 2020
100
$61.37 - $64.82 $6.14K - $6.48K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
1,000
$8.03 - $11.7 $8.03K - $11.7K
SIVB
Svb Financial Group

Financial Services
Q4 2019 Filed on Feb 10, 2020
123
$188.33 - $254.21 $23.2K - $31.3K
FMC
Fmc Corp

Basic Materials
Q4 2019 Filed on Feb 10, 2020
38
$79.04 - $101.49 $3K - $3.86K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q4 2019 Filed on Feb 10, 2020
600
$35.35 - $40.73 $21.2K - $24.4K
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2019 Filed on Feb 10, 2020
470
$57.69 - $63.31 $27.1K - $29.8K
Ishares Gold Trust
Q4 2019 Filed on Feb 10, 2020
1,200
N/A
JNPR
Juniper Networks Inc

Technology
Q4 2019 Filed on Feb 10, 2020
502
$23.15 - $26.3 $11.6K - $13.2K
PRU
Prudential Financial Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
73
$84.95 - $95.27 $6.2K - $6.95K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
160
$107.74 - $125.35 $17.2K - $20.1K
Stone Ridge Alternative Lendi
Q4 2019 Filed on Feb 10, 2020
1,636
N/A
PSX
Phillips 66

Energy
Q4 2019 Filed on Feb 10, 2020
654
$98.24 - $119.7 $64.2K - $78.3K
NOW
Service Now, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
73
$220.01 - $286.88 $16.1K - $20.9K
SHW
Sherwin Williams CO

Basic Materials
Q4 2019 Filed on Feb 10, 2020
47
$180.34 - $197.82 $8.48K - $9.3K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
935
$48.15 - $60.31 $45K - $56.4K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2019 Filed on Feb 10, 2020
471
$6.53 - $10.72 $3.08K - $5.05K
Tasty Fries Inc
Q4 2019 Filed on Feb 10, 2020
500
N/A
Heineken N.V.
Q4 2019 Filed on Feb 10, 2020
375
N/A
AAL
American Airlines Group Inc.

Industrials
Q4 2019 Filed on Feb 10, 2020
76
$25.27 - $31.36 $1.92K - $2.38K
AZN
Astrazeneca PLC

Healthcare
Q4 2019 Filed on Feb 10, 2020
42
$42.46 - $50.46 $1.78K - $2.12K
Gold Trust ETF
Q4 2019 Filed on Feb 10, 2020
5,900
N/A
SA
Seabridge Gold Inc

Basic Materials
Q4 2019 Filed on Feb 10, 2020
2,500
$11.87 - $13.88 $29.7K - $34.7K
BAX
Baxter International Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
18
$76.7 - $88.45 $1.38K - $1.59K
STT
State Street Corp

Financial Services
Q4 2019 Filed on Feb 10, 2020
350
$55.15 - $80.42 $19.3K - $28.1K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
1,092
$81.77 - $88.78 $89.3K - $96.9K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q4 2019 Filed on Feb 10, 2020
500
$74.68 - $91.44 $37.3K - $45.7K
SO
Southern CO

Utilities
Q4 2019 Filed on Feb 10, 2020
592
$60.33 - $63.86 $35.7K - $37.8K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
1,551
$76.37 - $86.31 $118K - $134K
TPR
Tapestry, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
800
$24.66 - $27.23 $19.7K - $21.8K
SONY
Sony Group Corp

Technology
Q4 2019 Filed on Feb 10, 2020
47
$56.83 - $68.25 $2.67K - $3.21K
XEL
Xcel Energy Inc

Utilities
Q4 2019 Filed on Feb 10, 2020
1,661
$60.07 - $64.95 $99.8K - $108K
AMD
Advanced Micro Devices Inc

Technology
Q4 2019 Filed on Feb 10, 2020
650
$28.23 - $46.63 $18.3K - $30.3K
Cigna Corp.
Q4 2019 Filed on Feb 10, 2020
294
N/A
CME
Cme Group Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
260
$196.95 - $216.02 $51.2K - $56.2K
Vodafone Group Plc Sp Adr
Q4 2019 Filed on Feb 10, 2020
249
N/A
TD
Toronto Dominion Bank

Financial Services
Q4 2019 Filed on Feb 10, 2020
400
$54.66 - $58.28 $21.9K - $23.3K
Dell Inc.
Q4 2019 Filed on Feb 10, 2020
121
N/A
F
Ford Motor CO

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
5,750
$8.54 - $9.54 $49.1K - $54.9K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
80
$8.82 - $12.1 $706 - $968
ROKU
Roku, Inc

Communication Services
Q4 2019 Filed on Feb 10, 2020
678
$102.4 - $164.28 $69.4K - $111K
ZUO
Zuora Inc

Technology
Q4 2019 Filed on Feb 10, 2020
15,937
$13.62 - $15.94 $217K - $254K
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