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DCI icon

Nelson Capital Management’s Donaldson DCI Stock Holding History

Nelson Capital Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
– Sell
-388
Closed -$16K – 311
2014
Q2
$16K Hold
388
– – 0.01% 210
2014
Q1
$16K Hold
388
– – 0.01% 172
2013
Q4
$17K Hold
388
– – 0.01% 153
2013
Q3
$15K Hold
388
– – 0.01% 159
2013
Q2
$14K Buy
+388
New +$14.1K 0.01% 164

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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