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Nelson Capital Management’s Buckle BKE Stock Holding History

Nelson Capital Management’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-213
Closed -$11K – 273
2014
Q4 		$11K Hold
213
– – ﹤0.01% 221
2014
Q3 		$10K Hold
213
– – ﹤0.01% 234
2014
Q2 		$9K Buy
+213
New +$9.73K ﹤0.01% 244

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Nelson Capital Management's BKE Position: Q1 2015 in Review

Nelson Capital Management sold out of Buckle (BKE) in Q1 2015, closing a stake of 213 shares — an estimated $11K sold.

Nelson Capital Management first reported a position in BKE in Q2 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2014. 191 funds tracked by Wall St. Rank hold BKE as of Q1 2015.

  • Nelson Capital Management reported no remaining Buckle position as of Q1 2015 after selling out during the quarter.
  • Nelson Capital Management sold 213 Buckle shares in Q1 2015, an estimated $11K.
  • Nelson Capital Management first reported a position in Buckle in Q2 2014 and held it in 3 quarters.
  • Nelson Capital Management's Buckle position peaked at $11K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held Buckle as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.