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Nelson Capital Management’s Brown & Brown BRO Stock Holding History

Nelson Capital Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$3K – 247
2017
Q2 		$3K Buy
+200
New +$4.29K ﹤0.01% 252
2015
Q4 		– Sell
-1,980
Closed -$31K – 257
2015
Q3 		$31K Hold
1,980
– – 0.01% 130
2015
Q2 		$33K Hold
1,980
– – 0.01% 144
2015
Q1 		$33K Sell
1,980
-224,590
-99% -$3.63M 0.01% 144
2014
Q4 		$3.73M Buy
226,570
+1,664
+0.7% +$26.7K 1.38% 37
2014
Q3 		$3.62M Buy
224,906
+3,388
+2% +$53.6K 1.36% 36
2014
Q2 		$3.4M Buy
221,518
+7,908
+4% +$119K 1.36% 34
2014
Q1 		$3.29M Buy
213,610
+7,850
+4% +$121K 1.44% 33
2013
Q4 		$3.23M Sell
205,760
-4,560
-2% -$72.3K 1.44% 35
2013
Q3 		$3.38M Buy
210,320
+4,094
+2% +$66.9K 1.61% 30
2013
Q2 		$3.32M Buy
+206,226
New +$3.26M 1.7% 28

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Wells Fargo
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State Street
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Principal Financial Group
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T. Rowe Price Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return