Nelson Capital Management’s Baxter International BAX Stock Holding History

Nelson Capital Management’s Portfolio BAX Stock Details BAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-18	Closed	-$2K	–	117
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	309
2019 Q2	$1K	Buy	+18	New	+$1.4K	﹤0.01%	285
2014 Q3	–	Sell	-245	Closed	-$10K	–	306
2014 Q2	$10K	Hold	245	–	–	﹤0.01%	233
2014 Q1	$10K	Hold	245	–	–	﹤0.01%	200
2013 Q4	$9K	Hold	245	–	–	﹤0.01%	193
2013 Q3	$9K	Hold	245	–	–	﹤0.01%	183
2013 Q2	$9K	Buy	+245	New	+$9.38K	﹤0.01%	182

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Nelson Capital Management's BAX Position: Q4 2019 in Review

Nelson Capital Management sold out of Baxter International (BAX) in Q4 2019, closing a stake of 18 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in BAX in Q2 2013 and held it in 7 quarters. The position peaked at $10K in Q2 2014. 1,148 funds tracked by Wall St. Rank hold BAX as of Q4 2019.

Nelson Capital Management reported no remaining Baxter International position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 18 Baxter International shares in Q4 2019, an estimated $2K.
Nelson Capital Management first reported a position in Baxter International in Q2 2013 and held it in 7 quarters.
Nelson Capital Management's Baxter International position peaked at $10K in Q2 2014.
1,148 funds tracked by Wall St. Rank held Baxter International as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.