Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Asml Holding Nv
Q4 2018 Filed on Jan 30, 2019
10
N/A
Arconic Inc
Q4 2018 Filed on Jan 30, 2019
444
N/A
SU
Suncor Energy Inc

Energy
Q4 2018 Filed on Jan 30, 2019
800
$26.18 - $40.0 $20.9K - $32K
SOCL
Global X Fds Global X Social M

ETFs
Q4 2018 Filed on Jan 30, 2019
1,573
$26.6 - $31.74 $41.8K - $49.9K
Consumer Discr. ETF
Q4 2018 Filed on Jan 30, 2019
47,730
N/A
FFIV
F5, Inc.

Technology
Q4 2018 Filed on Jan 30, 2019
10
$150.17 - $190.88 $1.5K - $1.91K
S&P 500 Equal Weight
Q4 2018 Filed on Jan 30, 2019
15,185
N/A
NNBR
Nn Inc

Industrials
Q4 2018 Filed on Jan 30, 2019
166
$5.71 - $16.0 $948 - $2.66K
Dell Technologies Inc
Q4 2018 Filed on Jan 30, 2019
123
N/A
Alcoa Inc.
Q4 2018 Filed on Jan 30, 2019
148
N/A
FANG
Diamondback Energy, Inc.

Energy
Q4 2018 Filed on Jan 30, 2019
8
$85.67 - $139.92 $685 - $1.12K
Etfs Gold Tr
Q4 2018 Filed on Jan 30, 2019
145
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Jan 30, 2019
800
N/A
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q4 2018 Filed on Jan 30, 2019
172
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2018 Filed on Oct 09, 2018
13
$39.75 - $46.45 $517 - $604
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2018 Filed on Oct 09, 2018
16
N/A
GAIA
Gaia, Inc

Communication Services
Q3 2018 Filed on Oct 09, 2018
125
$15.4 - $22.0 $1.93K - $2.75K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2018 Filed on Oct 09, 2018
80
$59.33 - $75.12 $4.75K - $6.01K
Cavium Inc
Q3 2018 Filed on Oct 09, 2018
420
N/A
Varian Med Sys Inc
Q3 2018 Filed on Oct 09, 2018
220
N/A
Bof A Preferred
Q3 2018 Filed on Oct 09, 2018
1,000
N/A
Franklin Utilities Fund A
Q3 2018 Filed on Oct 09, 2018
1,025
N/A
VREX
Varex Imaging Corp

Healthcare
Q3 2018 Filed on Oct 09, 2018
88
$28.09 - $38.51 $2.47K - $3.39K
Victor Technologies
Q3 2018 Filed on Oct 09, 2018
30
N/A
Artisan International Small C
Q2 2018 Filed on Jul 17, 2018
3,111
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q2 2018 Filed on Jul 17, 2018
1,408
N/A
Pimco Commodities Plus
Q2 2018 Filed on Jul 17, 2018
9,363
N/A
EXR
Extra Space Storage Inc.

Real Estate
Q2 2018 Filed on Jul 17, 2018
76
$85.49 - $100.96 $6.5K - $7.67K
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2018 Filed on Jul 17, 2018
200
$61.72 - $66.07 $12.3K - $13.2K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2018 Filed on Jul 17, 2018
45
$125.26 - $141.57 $5.64K - $6.37K
SUI
Sun Communities Inc

Real Estate
Q2 2018 Filed on Jul 17, 2018
52
$90.11 - $98.29 $4.69K - $5.11K
Time Warner Inc
Q2 2018 Filed on Jul 17, 2018
59,044
N/A
Silver Bullion Trust
Q2 2018 Filed on Jul 17, 2018
150
N/A
Monsanto
Q2 2018 Filed on Jul 17, 2018
380
N/A
PCG
Pg&E Corp

Utilities
Q2 2018 Filed on Jul 17, 2018
820
$39.29 - $46.8 $32.2K - $38.4K
Power Shares Ftse Rafi Develop
Q2 2018 Filed on Jul 17, 2018
250
N/A
Power Shares Ftse Rafi Emergin
Q2 2018 Filed on Jul 17, 2018
275
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 17, 2018
73
$75.01 - $84.68 $5.48K - $6.18K
VTV
Vanguard Value ETF

ETFs
Q2 2018 Filed on Jul 17, 2018
2,785
N/A
KR
Kroger CO

Consumer Defensive
Q2 2018 Filed on Jul 17, 2018
666
$23.28 - $29.69 $15.5K - $19.8K
WU
Western Union CO

Financial Services
Q2 2018 Filed on Jul 17, 2018
550
$18.65 - $21.18 $10.3K - $11.6K
Dct Industrial Trust Inc
Q2 2018 Filed on Jul 17, 2018
110
N/A
ITT
Itt Inc.

Industrials
Q1 2018 Filed on Apr 20, 2018
445
$47.96 - $57.43 $21.3K - $25.6K
Alexion Pharmaceuticals Inc
Q1 2018 Filed on Apr 20, 2018
4
N/A
AMX
America Movil Sab De Cv

Communication Services
Q1 2018 Filed on Apr 20, 2018
200
$16.93 - $19.37 $3.39K - $3.87K
Artisan International Value F
Q1 2018 Filed on Apr 20, 2018
1,148
N/A
AN
Autonation, Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 20, 2018
110
$45.85 - $62.0 $5.04K - $6.82K
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
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