Nelson Capital Management’s Calpine Corporation CPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-533	Closed	-$8K	–	336
2017 Q4	$8K	Buy	+533	New	+$7.99K	﹤0.01%	246
2016 Q2	–	Sell	-392	Closed	-$6K	–	294
2016 Q1	$6K	Buy	+392	New	+$5.5K	﹤0.01%	222
2015 Q4	–	Sell	-392	Closed	-$6K	–	278
2015 Q3	$6K	Hold	392	–	–	﹤0.01%	225
2015 Q2	$7K	Buy	+392	New	+$8.18K	﹤0.01%	221

Other funds holding CPN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nelson Capital Management's CPN Position: Q1 2018 in Review

Nelson Capital Management sold out of Calpine Corporation (CPN) in Q1 2018, closing a stake of 533 shares — an estimated $8K sold.

Nelson Capital Management first reported a position in CPN in Q2 2015 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 1 fund tracked by Wall St. Rank holds CPN as of Q1 2018.

Nelson Capital Management reported no remaining Calpine Corporation position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 533 Calpine Corporation shares in Q1 2018, an estimated $8K.
Nelson Capital Management first reported a position in Calpine Corporation in Q2 2015 and held it in 4 quarters.
Nelson Capital Management's Calpine Corporation position peaked at $8K in Q4 2017.
1 fund tracked by Wall St. Rank held Calpine Corporation as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.