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Nelson Capital Management’s Ares Capital ARCC Stock Holding History

Nelson Capital Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,531
Closed -$25K – 302
2014
Q3 		$25K Buy
+1,531
New +$25.9K 0.01% 164

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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Nelson Capital Management's ARCC Position: Q4 2014 in Review

Nelson Capital Management sold out of Ares Capital (ARCC) in Q4 2014, closing a stake of 1,531 shares — an estimated $25K sold.

Nelson Capital Management first reported a position in ARCC in Q3 2014 and held it in 1 quarter. The position peaked at $25K in Q3 2014. 347 funds tracked by Wall St. Rank hold ARCC as of Q4 2014.

  • Nelson Capital Management reported no remaining Ares Capital position as of Q4 2014 after selling out during the quarter.
  • Nelson Capital Management sold 1,531 Ares Capital shares in Q4 2014, an estimated $25K.
  • Nelson Capital Management first reported a position in Ares Capital in Q3 2014 and held it in 1 quarter.
  • Nelson Capital Management's Ares Capital position peaked at $25K in Q3 2014.
  • 347 funds tracked by Wall St. Rank held Ares Capital as of Q4 2014.

Based on Nelson Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.