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Nelson Capital Management’s Dover DOV Stock Holding History

Nelson Capital Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-36
Closed -$4K – 148
2019
Q3 		$4K Hold
36
– – ﹤0.01% 284
2019
Q2 		$4K Hold
36
– – ﹤0.01% 251
2019
Q1 		$4K Hold
36
– – ﹤0.01% 233
2018
Q4 		$3K Hold
36
– – ﹤0.01% 247
2018
Q3 		$3K Buy
+36
New +$2.97K ﹤0.01% 244
2016
Q3 		– Sell
-457
Closed -$26K – 256
2016
Q2 		$26K Buy
+457
New +$24.6K 0.01% 153

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Nelson Capital Management sold out of Dover (DOV) in Q4 2019, closing a stake of 36 shares — an estimated $4K sold.

Nelson Capital Management first reported a position in DOV in Q2 2016 and held it in 6 quarters. The position peaked at $26K in Q2 2016. 773 funds tracked by Wall St. Rank hold DOV as of Q4 2019.

  • Nelson Capital Management reported no remaining Dover position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 36 Dover shares in Q4 2019, an estimated $4K.
  • Nelson Capital Management first reported a position in Dover in Q2 2016 and held it in 6 quarters.
  • Nelson Capital Management's Dover position peaked at $26K in Q2 2016.
  • 773 funds tracked by Wall St. Rank held Dover as of Q4 2019.

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