Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WDAY
Workday, Inc.

Technology
Q1 2018 Filed on Apr 20, 2018
6
$103.4 - $139.07 $620 - $834
ITT
Itt Inc.

Industrials
Q1 2018 Filed on Apr 20, 2018
445
$47.96 - $57.43 $21.3K - $25.6K
California Resources Corp
Q1 2018 Filed on Apr 20, 2018
19
N/A
CDK
Cdk Global, Inc.

Technology
Q1 2018 Filed on Apr 20, 2018
1,086
$62.74 - $75.77 $68.1K - $82.3K
TWTR
Twitter, Inc.

Communication Services
Q1 2018 Filed on Apr 20, 2018
300
$22.16 - $36.6 $6.65K - $11K
Pargesa Holding Sa
Q1 2018 Filed on Apr 20, 2018
100
N/A
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2018 Filed on Apr 20, 2018
300
$79.31 - $85.87 $23.8K - $25.8K
ITW
Illinois Tool Works Inc

Industrials
Q1 2018 Filed on Apr 20, 2018
150
$153.86 - $178.88 $23.1K - $26.8K
MCHP
Microchip Technology Inc

Technology
Q1 2018 Filed on Apr 20, 2018
8
$39.95 - $50.12 $320 - $401
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q1 2018 Filed on Apr 20, 2018
658
$14.49 - $15.26 $9.53K - $10K
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2018 Filed on Apr 20, 2018
12
$57.69 - $65.6 $692 - $787
WEX
Wex Inc.

Technology
Q1 2018 Filed on Apr 20, 2018
6
$135.52 - $160.9 $813 - $965
Allergan PLC
Q1 2018 Filed on Apr 20, 2018
2
N/A
Aspen Insurance Holdings Limi
Q1 2018 Filed on Apr 20, 2018
67
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q1 2018 Filed on Apr 20, 2018
8
$81.21 - $96.02 $650 - $768
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q1 2018 Filed on Apr 20, 2018
200
N/A
KEY
Keycorp

Financial Services
Q1 2018 Filed on Apr 20, 2018
59
$19.04 - $22.15 $1.12K - $1.31K
Kap Stone Paper And Packaging
Q1 2018 Filed on Apr 20, 2018
133
N/A
Jp Morgan Global Research Enha
Q1 2018 Filed on Apr 20, 2018
5,589
N/A
Ingersoll Rand Co.
Q1 2018 Filed on Apr 20, 2018
12
N/A
Oakmark International Fund
Q1 2018 Filed on Apr 20, 2018
1,510
N/A
FSP
Franklin Street Properties Corp

Real Estate
Q1 2018 Filed on Apr 20, 2018
833
$8.09 - $10.75 $6.74K - $8.95K
Fidelity Worldwide Fund
Q1 2018 Filed on Apr 20, 2018
171
N/A
Waste Connecrtions Inc.
Q1 2018 Filed on Apr 20, 2018
17
N/A
Vanguard Total International
Q1 2018 Filed on Apr 20, 2018
187
N/A
Valeant Pharmaceuticals Int'L
Q1 2018 Filed on Apr 20, 2018
166
N/A
Mfs Emerging Markets Debt Fun
Q1 2018 Filed on Apr 20, 2018
638
N/A
NI
Nisource Inc.

Utilities
Q1 2018 Filed on Apr 20, 2018
41
$22.51 - $25.36 $923 - $1.04K
ONB
Old National Bancorp

Financial Services
Q1 2018 Filed on Apr 20, 2018
433
$16.68 - $18.45 $7.22K - $7.99K
PBF
Pbf Energy Inc.

Energy
Q1 2018 Filed on Apr 20, 2018
141
$29.0 - $36.36 $4.09K - $5.13K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 20, 2018
108
$42.6 - $54.55 $4.6K - $5.89K
PXD
Pioneer Natural Resources CO

Energy
Q1 2018 Filed on Apr 20, 2018
4
$165.05 - $188.5 $660 - $754
Platform Specialty Products C
Q1 2018 Filed on Apr 20, 2018
266
N/A
Mfs International Value Fund
Q1 2018 Filed on Apr 20, 2018
177
N/A
T. Rowe Price Emerging Market
Q1 2018 Filed on Apr 20, 2018
128
N/A
Guggenheim S&P 500 Equal Weig
Q1 2018 Filed on Apr 20, 2018
230
N/A
SEB
Seaboard Corp

Industrials
Q1 2018 Filed on Apr 20, 2018
3
$3990.0 - $4389.39 $12K - $13.2K
THC
Tenet Healthcare Corp

Healthcare
Q1 2018 Filed on Apr 20, 2018
166
$14.77 - $25.12 $2.45K - $4.17K
USBPRA
U.S.Bancorp Dep Sh Rpstg 1/100
Q1 2018 Filed on Apr 20, 2018
5
N/A
U.S. Geothermal Inc.
Q1 2018 Filed on Apr 20, 2018
272
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2018 Filed on Apr 20, 2018
18
$62.98 - $78.4 $1.13K - $1.41K
Echostar Communications
Q1 2018 Filed on Apr 20, 2018
17
N/A
BSX
Boston Scientific Corp

Healthcare
Q1 2018 Filed on Apr 20, 2018
73
$25.2 - $28.54 $1.84K - $2.08K
Concho Resources Inc
Q1 2018 Filed on Apr 20, 2018
6
N/A
Artisan International Value F
Q1 2018 Filed on Apr 20, 2018
1,148
N/A
Colony North Star, Inc.
Q1 2018 Filed on Apr 20, 2018
1,325
N/A
Alexion Pharmaceuticals Inc
Q1 2018 Filed on Apr 20, 2018
4
N/A
CNA
Cna Financial Corp

Financial Services
Q1 2018 Filed on Apr 20, 2018
166
$48.45 - $55.08 $8.04K - $9.14K
Vaneck Vectors Semiconductor
Q1 2018 Filed on Apr 20, 2018
732
N/A
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