Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KBE
Spdr S&P Bank ETF

ETFs
Q1 2019 Filed on May 09, 2019
695
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
530
$34.73 - $46.43 $18.4K - $24.6K
Linde PLC
Q1 2019 Filed on May 09, 2019
43,005
N/A
Fiera Capital Emerging Mar
Q1 2019 Filed on May 09, 2019
3,437
N/A
SJM
J M Smucker CO

Consumer Defensive
Q1 2019 Filed on May 09, 2019
32
$93.88 - $116.5 $3K - $3.73K
WPC
W. P. Carey Inc.

Real Estate
Q1 2019 Filed on May 09, 2019
78
$64.14 - $78.88 $5K - $6.15K
BBD
Bank Bradesco

Financial Services
Q1 2019 Filed on May 09, 2019
133
$8.5 - $10.35 $1.13K - $1.38K
Cdw Corp.
Q1 2019 Filed on May 09, 2019
5
N/A
Tiffany & CO New
Q1 2019 Filed on May 09, 2019
226
N/A
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q1 2019 Filed on May 09, 2019
1,451
$16.7 - $20.54 $24.2K - $29.8K
Sterling Bancorp Del
Q1 2019 Filed on May 09, 2019
2,555
N/A
Delta Air Lines
Q1 2019 Filed on May 09, 2019
13
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q1 2019 Filed on May 09, 2019
920
$24.99 - $29.3 $23K - $27K
Mindbody Inc
Q1 2019 Filed on May 09, 2019
102,266
N/A
HIE
Miller/Howard High Income Equity Fund

Financial Services
Q1 2019 Filed on May 09, 2019
308
$9.89 - $11.94 $3.05K - $3.68K
Allegion PLC
Q1 2019 Filed on May 09, 2019
24
N/A
Nxp Semiconudctors
Q1 2019 Filed on May 09, 2019
350
N/A
CC
Chemours CO

Basic Materials
Q1 2019 Filed on May 09, 2019
116
$28.8 - $40.58 $3.34K - $4.71K
FISV
Fiserv Inc

Technology
Q1 2019 Filed on May 09, 2019
210
$70.11 - $88.28 $14.7K - $18.5K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
835
$25.8 - $28.95 $21.5K - $24.2K
NOC
Northrop Grumman Corp

Industrials
Q1 2019 Filed on May 09, 2019
88
$239.92 - $289.96 $21.1K - $25.5K
Neuberger Berman Long Shor
Q1 2019 Filed on May 09, 2019
323
N/A
AWK
American Water Works Company, Inc.

Utilities
Q1 2019 Filed on May 09, 2019
26
$88.77 - $107.2 $2.31K - $2.79K
CTAS
Cintas Corp

Industrials
Q1 2019 Filed on May 09, 2019
150
$164.81 - $208.35 $24.7K - $31.3K
Xilinx Inc
Q1 2019 Filed on May 09, 2019
13
N/A
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2019 Filed on May 09, 2019
190
N/A
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
41
$83.08 - $94.86 $3.41K - $3.89K
Total Sys Svcs Inc
Q1 2019 Filed on May 09, 2019
7
N/A
MAIN
Main Street Capital Corp

Financial Services
Q1 2019 Filed on May 09, 2019
173
$33.99 - $39.21 $5.88K - $6.78K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q4 2018 Filed on Jan 30, 2019
70
$15.52 - $22.0 $1.09K - $1.54K
Ctrip Com Intl LTD
Q4 2018 Filed on Jan 30, 2019
28
N/A
ORAN
Orange

Communication Services
Q4 2018 Filed on Jan 30, 2019
56
$15.44 - $17.02 $865 - $953
AUY
Yamana Gold Inc.

Basic Materials
Q4 2018 Filed on Jan 30, 2019
1,278
$2.06 - $2.71 $2.63K - $3.46K
Sk Telecom LTD
Q4 2018 Filed on Jan 30, 2019
52
N/A
CX
Cemex Sab De Cv

Basic Materials
Q4 2018 Filed on Jan 30, 2019
200
$4.56 - $7.11 $912 - $1.42K
PUK
Prudential PLC

Financial Services
Q4 2018 Filed on Jan 30, 2019
37
$32.7 - $44.22 $1.21K - $1.64K
FANG
Diamondback Energy, Inc.

Energy
Q4 2018 Filed on Jan 30, 2019
8
$85.67 - $139.92 $685 - $1.12K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 30, 2019
321
$4.71 - $6.45 $1.51K - $2.07K
New Oriental Ed & Tech Grp I
Q4 2018 Filed on Jan 30, 2019
29
N/A
Michael Kors Hldgs LTD
Q4 2018 Filed on Jan 30, 2019
77,121
N/A
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2018 Filed on Jan 30, 2019
24
$122.46 - $152.65 $2.94K - $3.66K
PHG
Koninklijke Philips Nv

Healthcare
Q4 2018 Filed on Jan 30, 2019
54
$33.84 - $45.67 $1.83K - $2.47K
ING
Ing Groep Nv

Financial Services
Q4 2018 Filed on Jan 30, 2019
136
$10.38 - $13.1 $1.41K - $1.78K
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
Express Scripts Hldg CO
Q4 2018 Filed on Jan 30, 2019
800
N/A
Unilever N V
Q4 2018 Filed on Jan 30, 2019
40
N/A
SU
Suncor Energy Inc

Energy
Q4 2018 Filed on Jan 30, 2019
800
$26.18 - $40.0 $20.9K - $32K
ERJ
Embraer S.A.

Industrials
Q4 2018 Filed on Jan 30, 2019
77
$19.14 - $23.26 $1.47K - $1.79K
ECL
Ecolab Inc.

Basic Materials
Q4 2018 Filed on Jan 30, 2019
20
$137.9 - $160.49 $2.76K - $3.21K
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