Nelson Capital Management’s DELL INC DELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-121	Closed	-$6K	–	317
2019 Q3	$6K	Buy	121 +99	+450%	+$4.91K	﹤0.01%	272
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	296
2019 Q1	$1K	Sell	22 -57	-72%	-$2.59K	﹤0.01%	280
2018 Q4	$4K	Buy	+79	New	+$4K	﹤0.01%	243

Other funds holding DELL

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Nelson Capital Management's DELL Position: Q4 2019 in Review

Nelson Capital Management sold out of DELL INC (DELL) in Q4 2019, closing a stake of 121 shares — an estimated $6K sold.

Nelson Capital Management first reported a position in DELL in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 2 funds tracked by Wall St. Rank hold DELL as of Q4 2019.

Nelson Capital Management reported no remaining DELL INC position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 121 DELL INC shares in Q4 2019, an estimated $6K.
Nelson Capital Management first reported a position in DELL INC in Q4 2018 and held it in 4 quarters.
Nelson Capital Management's DELL INC position peaked at $6K in Q3 2019.
2 funds tracked by Wall St. Rank held DELL INC as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.