NCM
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Nelson Capital Management’s Ericsson ERIC Stock Holding History

Nelson Capital Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,300
Closed -$10K – 257
2016
Q2 		$10K Hold
1,300
– – ﹤0.01% 210
2016
Q1 		$13K Hold
1,300
– – ﹤0.01% 187
2015
Q4 		$12K Buy
+1,300
New +$12.7K ﹤0.01% 189

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nelson Capital Management's ERIC Position: Q3 2016 in Review

Nelson Capital Management sold out of Ericsson (ERIC) in Q3 2016, closing a stake of 1,300 shares — an estimated $10K sold.

Nelson Capital Management first reported a position in ERIC in Q4 2015 and held it in 3 quarters. The position peaked at $13K in Q1 2016. 223 funds tracked by Wall St. Rank hold ERIC as of Q3 2016.

  • Nelson Capital Management reported no remaining Ericsson position as of Q3 2016 after selling out during the quarter.
  • Nelson Capital Management sold 1,300 Ericsson shares in Q3 2016, an estimated $10K.
  • Nelson Capital Management first reported a position in Ericsson in Q4 2015 and held it in 3 quarters.
  • Nelson Capital Management's Ericsson position peaked at $13K in Q1 2016.
  • 223 funds tracked by Wall St. Rank held Ericsson as of Q3 2016.

Based on Nelson Capital Management's 13F filing for Q3 2016, filed 27 Oct 2016.