Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Feb 10, 2020
200
$58.47 - $65.77 $11.7K - $13.2K
DTE
Dte Energy CO

Utilities
Q4 2019 Filed on Feb 10, 2020
38
$102.54 - $113.35 $3.9K - $4.31K
China Mobile Limited
Q4 2019 Filed on Feb 10, 2020
100
N/A
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
Q4 2019 Filed on Feb 10, 2020
200
$16.26 - $18.06 $3.25K - $3.61K
Hsbc Hldgs PLC
Q4 2019 Filed on Feb 10, 2020
500
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2019 Filed on Feb 10, 2020
200
$36.33 - $39.52 $7.27K - $7.9K
DFS
Discover Financial Services

Financial Services
Q4 2019 Filed on Feb 10, 2020
100
$75.17 - $86.7 $7.52K - $8.67K
Dominion Resources
Q4 2019 Filed on Feb 10, 2020
630
N/A
E Trade Group Inc.
Q4 2019 Filed on Feb 10, 2020
1,344
N/A
E Trade Financial Corp
Q4 2019 Filed on Feb 10, 2020
10
N/A
HP
Helmerich & Payne, Inc.

Energy
Q4 2019 Filed on Feb 10, 2020
1,500
$36.4 - $45.54 $54.6K - $68.3K
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2019 Filed on Nov 08, 2019
22
N/A
Coca Cola European Partners P
Q3 2019 Filed on Nov 08, 2019
57
N/A
Capri Holdings LTD F
Q3 2019 Filed on Nov 08, 2019
30
N/A
Compass Group PLC
Q3 2019 Filed on Nov 08, 2019
965
N/A
ALGN
Align Technology Inc

Healthcare
Q3 2019 Filed on Nov 08, 2019
11
$173.16 - $286.65 $1.9K - $3.15K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q3 2019 Filed on Nov 08, 2019
50
$66.92 - $70.55 $3.35K - $3.53K
Anadarko Pete Corp
Q3 2019 Filed on Nov 08, 2019
36
N/A
Gw Pharmaceuticals PLC
Q3 2019 Filed on Nov 08, 2019
9
N/A
WRK
West Rock CO

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
100
$32.31 - $39.09 $3.23K - $3.91K
Softbank Group Corp
Q3 2019 Filed on Nov 08, 2019
80
N/A
Wirecard Ag
Q3 2019 Filed on Nov 08, 2019
9
N/A
Worldpay Inc
Q3 2019 Filed on Nov 08, 2019
22
N/A
Royal Caribbean Cruises
Q3 2019 Filed on Nov 08, 2019
165
N/A
T. Rowe Price New Era Fund
Q3 2019 Filed on Nov 08, 2019
636
N/A
Ryanair Holdings Plc Sp Adr
Q3 2019 Filed on Nov 08, 2019
12
N/A
Symantec Corp
Q3 2019 Filed on Nov 08, 2019
56
N/A
Tableau Software Inc
Q3 2019 Filed on Nov 08, 2019
53
N/A
Cornerstone Ondemand Inc
Q3 2019 Filed on Nov 08, 2019
2,552
N/A
TYPR
Tri Continental Preferred
Q3 2019 Filed on Nov 08, 2019
275
N/A
Twenty First Century Fox A
Q3 2019 Filed on Nov 08, 2019
821
N/A
UDR
Udr, Inc.

Real Estate
Q3 2019 Filed on Nov 08, 2019
2,135
$44.8 - $48.93 $95.6K - $104K
Blue Prism Group PLC
Q3 2019 Filed on Nov 08, 2019
12
N/A
General Dynamics Corporation
Q3 2019 Filed on Nov 08, 2019
210
N/A
Aerohive Networks Inc
Q3 2019 Filed on Nov 08, 2019
156,558
N/A
Celgene Corp
Q3 2019 Filed on Nov 08, 2019
11
N/A
Mdy
Q3 2019 Filed on Nov 08, 2019
236
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2019 Filed on Nov 08, 2019
7
$161.53 - $181.67 $1.13K - $1.27K
Tencent Holdings LTD
Q3 2019 Filed on Nov 08, 2019
22
N/A
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
100
$88.96 - $112.97 $8.9K - $11.3K
CSXXY
Carsales.Com LTD Unsponsored A

Communication Services
Q3 2019 Filed on Nov 08, 2019
46
$18.51 - $22.31 $851 - $1.03K
Aon PLC
Q3 2019 Filed on Nov 08, 2019
258
N/A
ADDYY
Adidas Ag Sponsored Adr (Germa

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
9
$141.9 - $163.43 $1.28K - $1.47K
Purpose Silver Bullion Fund
Q3 2019 Filed on Nov 08, 2019
150
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q3 2019 Filed on Nov 08, 2019
100
$10.1 - $13.15 $1.01K - $1.32K
TAL
Tal Education Group

Consumer Defensive
Q3 2019 Filed on Nov 08, 2019
38
$30.98 - $39.56 $1.18K - $1.5K
KRYAY
Kerry Group PLC Sponsored Adr

Consumer Defensive
Q3 2019 Filed on Nov 08, 2019
11
$113.86 - $122.76 $1.25K - $1.35K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q3 2019 Filed on Nov 08, 2019
14
$85.06 - $98.46 $1.19K - $1.38K
Dominos Pizza Uk & Irl Adr
Q3 2019 Filed on Nov 08, 2019
153
N/A
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