Nelson Capital Management’s Invesco DB Oil Fund DBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-797	Closed	-$15K	–	279
2014 Q4	$15K	Hold	797	–	–	0.01%	205
2014 Q3	$19K	Hold	797	–	–	0.01%	197
2014 Q2	$21K	Hold	797	–	–	0.01%	189
2014 Q1	$21K	Buy	+797	New	+$22K	0.01%	159

Other funds holding DBO

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nelson Capital Management sold out of Invesco DB Oil Fund (DBO) in Q1 2015, closing a stake of 797 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in DBO in Q1 2014 and held it in 4 quarters. The position peaked at $21K in Q2 2014. 49 funds tracked by Wall St. Rank hold DBO as of Q1 2015.

Nelson Capital Management reported no remaining Invesco DB Oil Fund position as of Q1 2015 after selling out during the quarter.
Nelson Capital Management sold 797 Invesco DB Oil Fund shares in Q1 2015, an estimated $15K.
Nelson Capital Management first reported a position in Invesco DB Oil Fund in Q1 2014 and held it in 4 quarters.
Nelson Capital Management's Invesco DB Oil Fund position peaked at $21K in Q2 2014.
49 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2015.

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