Shelton Capital Management Closed Holding Positions

Shelton Capital Management

  • $4.36 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SUI
Sun Communities Inc

Real Estate
Q4 2020 Filed on Feb 16, 2021
2,290
$135.5 - $151.95 $310K - $348K
TER
Teradyne, Inc

Technology
Q4 2020 Filed on Feb 16, 2021
9,485
$78.62 - $120.59 $746K - $1.14M
OFC
Corporate Office Properties Trust

Real Estate
Q4 2020 Filed on Feb 16, 2021
8,977
$21.93 - $27.76 $197K - $249K
DRE
Duke Realty Corp

Real Estate
Q4 2020 Filed on Feb 16, 2021
11,485
$37.16 - $40.93 $427K - $470K
Washington Prime Group New
Q4 2020 Filed on Feb 16, 2021
13,365
N/A
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
13,734
$8.48 - $11.76 $116K - $162K
LBTYA
Liberty Global PLC

Communication Services
Q4 2020 Filed on Feb 16, 2021
13,520
$18.79 - $25.56 $254K - $346K
MGA
Magna International Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
28,200
$46.61 - $73.5 $1.31M - $2.07M
AGR
Avangrid, Inc.

Utilities
Q4 2020 Filed on Feb 16, 2021
12,200
$44.43 - $55.67 $542K - $679K
OTTR
Otter Tail Corp

Utilities
Q4 2020 Filed on Feb 16, 2021
43,100
$36.55 - $44.24 $1.58M - $1.91M
Wells Fargo CO New
Q4 2020 Filed on Feb 16, 2021
3,570
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2020 Filed on Feb 16, 2021
48,000
$25.77 - $26.95 $1.24M - $1.29M
Western Asset Corporate Ln F
Q4 2020 Filed on Feb 16, 2021
276,706
N/A
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
292,602
$12.43 - $14.8 $3.64M - $4.33M
Unilever N V
Q4 2020 Filed on Feb 16, 2021
73,936
N/A
KEY
Keycorp

Financial Services
Q4 2020 Filed on Feb 16, 2021
48,766
$11.92 - $16.75 $581K - $817K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Feb 16, 2021
7,000
$133.73 - $138.48 $936K - $969K
EVRG
Evergy, Inc.

Utilities
Q4 2020 Filed on Feb 16, 2021
44,867
$50.82 - $58.59 $2.28M - $2.63M
EQCPRD
Equity Comwlth Cum Red Pfd Se
Q4 2020 Filed on Feb 16, 2021
89,676
N/A
Eaton Vance Fltg Rate Incom
Q4 2020 Filed on Feb 16, 2021
172,796
N/A
EMN
Eastman Chemical CO

Basic Materials
Q4 2020 Filed on Feb 16, 2021
49,148
$76.31 - $104.15 $3.75M - $5.12M
Duff & Phelps Util Corp Bd T
Q4 2020 Filed on Feb 16, 2021
334,445
N/A
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
106,008
$16.4 - $24.56 $1.74M - $2.6M
Blackrock New York Mun Bd Tr
Q4 2020 Filed on Feb 16, 2021
21,481
N/A
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
70,865
$9.61 - $10.73 $681K - $760K
AINV
Apollo Investment Corp

Financial Services
Q3 2020 Filed on Nov 09, 2020
12,676
$8.01 - $9.92 $102K - $126K
Logmein Inc
Q3 2020 Filed on Nov 09, 2020
2,844
N/A
TTI
Tetra Technologies Inc

Energy
Q3 2020 Filed on Nov 09, 2020
12,600
$0.49 - $0.89 $6.17K - $11.2K
Legg Mason Inc
Q3 2020 Filed on Nov 09, 2020
4,916
N/A
Cbl & Assoc Pptys Inc
Q3 2020 Filed on Nov 09, 2020
16,968
N/A
Terraform Pwr Inc
Q3 2020 Filed on Nov 09, 2020
184,000
N/A
Callon Pete CO Del
Q3 2020 Filed on Nov 09, 2020
27,968
N/A
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q3 2020 Filed on Nov 09, 2020
11,600
$8.75 - $10.28 $102K - $119K
Office Depot Inc
Q3 2020 Filed on Nov 09, 2020
40,231
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Nov 09, 2020
5,000
$51.42 - $61.56 $257K - $308K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2020 Filed on Nov 09, 2020
1,100
$197.81 - $223.21 $218K - $246K
T Mobile Us Inc
Q3 2020 Filed on Nov 09, 2020
65,042
N/A
Valaris PLC
Q3 2020 Filed on Nov 09, 2020
14,941
N/A
PGEN
Precigen, Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
10,000
$3.5 - $6.2 $35K - $62K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2020 Filed on Nov 09, 2020
5,000
$49.44 - $54.86 $247K - $274K
Clearbridge Energy Midstrm O
Q3 2020 Filed on Nov 09, 2020
42,000
N/A
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q3 2020 Filed on Nov 09, 2020
10,000
$12.47 - $14.4 $125K - $144K
VEEV
Veeva Systems Inc

Healthcare
Q3 2020 Filed on Nov 09, 2020
1,796
$240.77 - $297.07 $432K - $534K
Denbury Res Inc
Q3 2020 Filed on Nov 09, 2020
35,292
N/A
Caesars Entmt Corp
Q3 2020 Filed on Nov 09, 2020
32,521
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2020 Filed on Nov 09, 2020
20,626
$30.17 - $38.35 $622K - $791K
AX
Axos Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 09, 2020
27,925
$19.55 - $25.38 $546K - $709K
TRTN
Triton International LTD

Industrials
Q3 2020 Filed on Nov 09, 2020
50,000
$29.42 - $41.15 $1.47M - $2.06M
EBS
Emergent Bio Solutions Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
3,143
$81.91 - $134.94 $257K - $424K
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